U.S. Private Bank – Investment Professional

JPMorgan Chase & Co.; Cincinnati (OH); On-site; USD 70,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. is seeking an Investment Professional within its U.S. Private Bank to provide essential daily support to investors and manage client relationships with a confidential, client-focused approach.

You will collaborate across markets and functions to deliver first-class service while coordinating with a team of professionals to enhance client outcomes. Strong attention to detail and organizational skills are required.

Qualifications

• Must have Series 7, Series 66 and Insurance licenses; unlicensed candidates may apply but must obtain licenses within 90 days of start date.
• Bachelor’s Degree is required.
• One or more years of industry-related experience are required.
• Exceptional follow-up and follow-through skills are essential.
• PowerPoint and Excel expertise are required.

Responsibilities

• Consult on and execute brokerage trades, advising clients on trade execution and handling trade processes.
• Create mandates for discretionary accounts.
• Monitor exceptions and conduct scenario-based risk analyses with the Client Advisors.
• Collaborate with Team Leader to manage Team workload and risk metrics.
• Submit and monitor fee schedules and billing.
• Manage Alternatives documents and coordinate with clients to complete/correct.

Skills

Follow-up skills

Attention to detail

Interpersonal skills

PowerPoint

Excel

Education

Bachelor's degree

Tools

Workstation

Connect

DDR/KYC

Proprietary software

Job description

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.

Job Responsibilities

• Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
• Create mandates for discretionary accounts
• Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team
• Work with Team Leader to monitorClient Advisorloadings.
• Submit and monitor fee schedules and billing
• Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct

Required Qualifications, Capabilities, and Skills

• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Bachelor’s Degree required
• One plus years of industry related experience
• Exceptional follow-up and follow-through skills
• PowerPoint and Excel expertise

Preferred Qualifications, Capabilities, and Skills

• Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
• Experience and interest in financial markets and concepts
• Excellent interpersonal skills
• Self-starter, extremely organized and detail-oriented with strong commitment to accuracy