U.S. Private Bank – Investment Professional

Testing Site - JPMC; Minneapolis (MN); Sur place; USD 65 000 - 90 000; Plein temps

Résumé du poste

J.P. Morgan Private Bank in Minneapolis seeks an Investment Professional to support investors daily, manage client relationships, and coordinate with colleagues across markets.

You will handle brokerage trades, create discretionary mandates, monitor risk metrics, and assist with fee schedules and billing while maintaining confidentiality of Private Banking clients. The role requires Series 7/66 and Insurance licenses (or ability to obtain within 90 days), a Bachelor's degree, and at least one

Qualifications

• Series 7, 66 and Insurance licenses required or to obtain 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.

Responsabilités

• Consult on and execute brokerage trades, including advising on trade execution and updating accounts.
• Create mandates for discretionary accounts.
• Monitor risk metrics across the team and client advisor loadings.
• Submit and monitor fee schedules and billing.
• Manage Alternatives documents and client interactions to complete details.

Connaissances

Series 7/66 licenses

Attention to follow-up

Interpersonal skills

PowerPoint

Excel

Formation

Bachelor's Degree

Outils

PowerPoint

Excel

Description du poste

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