U.S. Private Bank - Private Bank Professional

JPMorgan Chase; New Orleans (LA); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Bank Professional to provide essential daily support to Client Advisors in managing client relationships within the U.S. Private Bank.

The role involves coordinating with multiple teams to ensure compliance and accuracy in client data and transactions. The ideal candidate will hold Series 7/66 licenses (or be willing to obtain within 90 days), have a Bachelor's degree, and 1+ year of related experience, with strong Excel/PowerPoint skills and a

Qualifications

• Bachelor's degree required.
• Series 7 and 66 licenses required or candidates must obtain within 90 days.
• 1+ years industry experience recommended.
• Strong follow-up and follow-through skills.
• Proficiency in PowerPoint and Excel.
• Familiarity with JP Morgan Private Bank systems (Workstation, Connect, DDR/KYC) or ability to learn.

Responsibilities

• Support Client Advisors in KYC documentation and processes.
• Assist in account opening and preparation for investments.
• Monitor client accounts and manage basic information.
• Conduct daily account administration.
• Serve as contact with Account Opening, Risk Management and Investor Support teams.
• Coordinate with Operations and Client Service teams.
• Monitor risk metrics and discuss scenarios with team leadership.

Skills

Series 7/66 licenses

PowerPoint

Excel

Communication

Organizational skills

Financial markets knowledge

Self-starter

Familiarity with JP Morgan systems

Education

Bachelor's degree

Tools

Workstation

Connect

KYC systems

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

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.