U.S. Private Bank - Investment Professional - Associate

JPMorganChase; Los Angeles (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Los Angeles seeks an Investment Professional in the U.S. Private Bank to provide daily support to investors and manage client relationships.

You will collaborate with colleagues across markets to deliver a first-class client experience while safeguarding confidential information. Use licensure and market knowledge to execute trades, create discretionary mandates, monitor fees, and coordinate with Client Advisors to sustain strong relationship management in a dynamic

Qualifications

• Series 7, 66 and Insurance licenses required; unlicensed candidates must obtain within 90 days.
• Bachelor’s Degree required.
• One plus years of industry-related experience.
• Strong Excel and PowerPoint skills.
• Familiarity with JP Morgan Private Bank systems.

Responsibilities

• Consult on and execute brokerage trades, advise on execution, place trades, update accounts.
• Create mandates for discretionary accounts.
• Monitor exceptions and perform scenario risk analysis.
• Collaborate with Client Advisors to monitor workload.
• Submit and monitor fee schedules and billing.
• Manage Alternatives documents with clients.

Skills

Exceptional follow-up

Excellent interpersonal skills

Self-starter

Organized and detail-oriented

Experience in financial markets

Industry experience (1+ year)

Education

Bachelor's Degree

Tools

JP Morgan Private Bank Workstation

Connect

DDR/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
• 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 skills
• Self-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