U.S. Private Bank - Investment Professional

JPMorgan Chase & Co.; Nashville (TN); In loco; USD 70.000 - 110.000; Tempo pieno

Descrizione del lavoro

JPMorgan Chase & Co. in Nashville seeks an Investment Professional to support Investors in managing client relationships within the U.S. Private Bank. You will coordinate with a team and other support groups while handling confidential client information.

The role requires Series 7/66 and Insurance licenses (or willingness to obtain within 90 days), a Bachelor’s degree, and 1+ year of related experience. Strong communication and analytical skills are essential.

Competenze

• Bachelor’s Degree required.
• 1+ year of industry experience.
• Series 7, 66 and Insurance licenses required; licenses to be obtained within 90 days.
• Strong follow-up, organization, and accuracy.

Mansioni

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

Conoscenze

PowerPoint

Excel

Interpersonal skills

Attention to detail

Self-starter

Formazione

Bachelor’s Degree

Strumenti

JP Morgan Workstation

Connect

DDR/KYC

Proprietary software

Descrizione del lavoro

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
• 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 skillsSelf-starter, extremely organized and detail-oriented with strong commitment to accuracy

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