U.S. Private Bank – Investment Professional – Associate

Testing Site - JPMC; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

J.P. Morgan's U.S. Private Bank is seeking an Investment Professional to support Investors and manage client relationships alongside a multidisciplinary team.

The role requires Series 7 and 66 licenses and a Bachelor's degree, with at least one year in the industry; strong skills in PowerPoint and Excel are essential.

You will handle trades, create discretionary mandates, monitor risk metrics, and coordinate with Client Advisors to ensure accurate billing and documentation.

Qualifications

• Bachelor’s Degree required.
• One plus years of industry related experience.
• Series 7, 66 and Insurance licenses required; unlicensed candidates may apply but must obtain licenses within 90 days of start.

Responsibilities

• Consult on and execute brokerage trades, advising the client on trade execution, placing trades, reviewing trades and updating accounts.
• Create mandates for discretionary accounts.
• Monitor risk metrics with Team Leader and assess workloads.
• Submit and monitor fee schedules and billing.
• Manage Alternatives documents and client coordination.

Skills

Follow-up skills

Interpersonal skills

Self-starter

Detail-oriented

Organized

Education

Bachelor's Degree

Tools

PowerPoint

Excel

Workstation

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