U.S. Private Bank - Investment Professional - Associate

JobID: 210530911

Category: Client Advisory

JobSchedule: Full time

Posted Date: 2024-06-20T17:27:00+00:00

JobShift: Day

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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 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

• Risk Management - 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 monitor Client Advisor loadings.

• Submit and monitor fee schedules and billing

• Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct

Required Qualifications, Capabilities, 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

• 1-2 years of industry related experience

• Exceptional follow-up and follow-through skills

• PowerPoint and Excel expertise

Preferred Qualifications, Capabilities, 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

Alternative Responsibilities (leverage as appropriate - no more than 7 bullet points in posting)

• Proactively generate investment ideas and reasons to call clients to aid the team in growing client relationships.

• Gather and interpret market, product and client information as well as research.

• Prepare, Review and approve Investment Performance review presentations for Client Advisors to deliver to clients.