U.S. Private Bank – Investment Professional

JPMorgan Chase & Co. • Greenwich, CT

13d • $100,000 - $135,000

About The Position

The Investment Professional in J.P. Morgan’s U.S. Private Bank provides integral daily support to Investors in managing client relationships. The role coordinates with colleagues and essential support groups and requires awareness of and sensitivity to the confidential nature of Private Banking clients. The position includes supporting brokerage trade execution, discretionary account mandates, risk and exception monitoring, fee schedules and billing, and Alternative investment documentation.

Requirements

• Series 7, 66, and Insurance licenses are required; unlicensed candidates may be considered but must obtain the licenses within 90 days of the start date.
• Bachelor’s degree required.
• One or more years of industry-related experience.
• Exceptional follow-up and follow-through skills.
• Expertise in PowerPoint and Excel.

Nice To Haves

• Familiarity with J.P. Morgan Private Bank systems Workstation, Connect, and DDR/KYC, or ability to learn proprietary software.
• Experience and interest in financial markets and concepts.
• Excellent interpersonal skills.
• Self-starter who is extremely organized and detail-oriented, with a strong commitment to accuracy.

Responsibilities

• Consult on and execute brokerage trades, including advising clients on trade execution, placing trades, reviewing brokerage trades by comparing the paper blotter to the trade blotter daily, submitting cancel/corrects, and making account updates.
• Create mandates for discretionary accounts.
• Monitor exceptions and work with Client Advisors to conduct what-if scenario-based analysis.
• Work with the Team Leader to monitor risk metrics across the team.
• Work with the Team Leader to monitor Client Advisor loadings.
• Submit and monitor fee schedules and billing.
• Manage Alternative investment documents, including submission, monitoring, and working with clients to complete or correct them.

Benefits

• Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level