Private Banking Investment Specialist

Aumni; New York (NY); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

On-site health and wellness centers

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase & Co. in the United States Private Bank seeks an Investment Professional to provide daily support to investors and manage client relationships with confidentiality and professionalism.

You’ll coordinate with colleagues across markets and functions to drive high-quality client service and outcomes. Requirements include Series 7 and 66 plus Insurance licenses (or willingness to obtain within 90 days), a Bachelor’s degree, and 1+ year of related experience.

Qualifications

• Series 7, 66 and Insurance licenses required; unlicensed candidates may be considered but must obtain licenses within 90 days of start date.
• Bachelor’s Degree required.
• 1+ years of industry-related experience.
• Exceptional follow-up and follow-through skills.
• PowerPoint and Excel expertise.

Responsibilities

• Consult on and execute brokerage trades, including advising the client on trade execution and placing trades.
• Create mandates for discretionary accounts.
• Monitor risk metrics and client advisor loadings with Team Leader.
• Submit and monitor fee schedules and billing.
• Manage Alternatives documents and client communications to complete/correct.

Skills

Interpersonal skills

Strong organizational skills

Detail-oriented

Self-starter

Excellent follow-up

Education

Bachelor’s Degree

Tools

Workstation

Connect

DDR/KYC

Job description

JPMorgan Chase & Co. in the United States Private Bank seeks an Investment Professional to provide daily support to investors and manage client relationships with confidentiality and professionalism.

You’ll coordinate with colleagues across markets and functions to drive high-quality client service and outcomes. Requirements include Series 7 and 66 plus Insurance licenses (or willingness to obtain within 90 days), a Bachelor’s degree, and 1+ year of related experience.