Private Banking Investment Specialist

JP Morgan Chase; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

JP Morgan Chase, within U.S. Private Bank, seeks an Investment Professional to provide frontline support to Investors and coordinate with colleagues across markets to enhance client relationships.

The role involves executing trades, creating discretionary mandates, monitoring risk metrics, handling billing, and managing Alternatives documents with clients. Strong licensing, education, and technical skills are required.

Qualifications

• Series 7 and 66 required; unlicensed candidates may apply but must obtain licenses within 90 days.
• Bachelor's Degree is required.
• 1+ year of industry experience.
• Exceptional follow-up and follow-through skills.
• PowerPoint and Excel expertise; Bloomberg experience a plus.

Responsibilities

• Consult on and execute brokerage trades, advising the client on trade execution and updating accounts.
• Create mandates for discretionary accounts.
• Monitor risk metrics across the team with the Team Leader and Client Advisors.
• Submit and monitor fee schedules and billing.
• Manage Alternatives documents, including submission and client coordination.

Skills

Follow-up

Interpersonal skills

Self-starter

Organization

Attention to detail

Education

Bachelor's degree

Tools

PowerPoint

Excel

Bloomberg

Workstation

Connect

KYC

Job description

JP Morgan Chase, within U.S. Private Bank, seeks an Investment Professional to provide frontline support to Investors and coordinate with colleagues across markets to enhance client relationships.

The role involves executing trades, creating discretionary mandates, monitoring risk metrics, handling billing, and managing Alternatives documents with clients. Strong licensing, education, and technical skills are required.