U.S. Private Bank - Private Bank Professional

JPMorgan Chase & Co.; Louisiana (MO); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Bank Professional to provide essential support to Client Advisors, manage Know-Your-Client documentation, and assist with opening processes for client accounts.

The role requires writing and coordinating with multiple teams, maintaining confidentiality, and delivering accurate, timely information. A proactive, detail-oriented mindset is essential for success in our private banking team.

Qualifications

• Requires Series 7, Series 66 and Insurance licenses; candidates may be unlicensed but must obtain within 90 days of start date.
• Bachelor’s degree required.
• 1+ years of industry experience.
• Strong follow-up and follow-through skills.
• Proficient in PowerPoint and Excel.
• Familiarity with JP Morgan Private Bank systems (Workstation, Connect, DDR/KYC) or ability to learn proprietary software.
• Interest in financial markets and concepts; excellent interpersonal skills.
• Highly organized, detail-oriented, and self-motivated.

Responsibilities

• Support Client Advisors in Know-Your-Client documentation, processes, and Suitability assessments.
• Assist in account opening and preparation to facilitate investments.
• Monitor client accounts and provide basic information management.
• Conduct daily account administration.
• Act as point of contact with Account Opening teams, Supervisory Management, Risk Management and Investor Support teams.
• Liaise with Operations and Client Service Specialist teams.
• Monitor risk metrics and perform scenario analyses with the team lead.

Skills

Series 7

Series 66

Insurance licenses

Bachelor’s Degree

Industry experience

PowerPoint

Excel

Financial markets knowledge

Interpersonal skills

Detail-oriented

Self-starter

Education

Bachelor's Degree

Tools

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 a Private Bank Professional in the U.S. Private Bank, you will provide integral daily support to Client Advisors 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

• Support Client Advisors in Know-Your-Client documentation and processes and Suitability assessments and reporting
• Assist in account opening process and internal preparation to facilitate subsequent investments
• Monitor client accounts and provide basic client information management
• Conduct daily account administration
• Act as point of contact with Account Opening teams, Supervisory Management, Risk Management and Investor Support teams
• Liaise with Operations and Client Service Specialist teams
• Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis; partner with Team Leader to monitor risk metrics across the team.

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