U.S. Private Bank – Investment Professional

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

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
• 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 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; Bloomberg experience a plus

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