U.S. Private Bank - Banker Professional - Associate Job at JPMorgan Chase & Co., San Francisco, CA

M1c1NmJRWWpnWUduT1V4cW5xUzhMMHZkd3c9PQ==
  • JPMorgan Chase & Co.
  • San Francisco, CA

Job Description

Posting 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 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, 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

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 
#J-18808-Ljbffr

Job Tags

Similar Jobs

Amazon.com Services LLC

Maintenance Technician III - Avenel, NJ Job at Amazon.com Services LLC

 ...DESCRIPTION About Maintenance at Amazon: Operations is at the heart of Amazons business...  ...49lbs as well as stand and walk during shifts lasting up to 12 hours, with or without...  ..., with a half-hour break. Front Half Night Shift: Schedule: 4 days on, 3 days off... 

Pediatrix Medical Group

Neonatal Nurse Practitioner (PT/Hourly) - Neonatology Job at Pediatrix Medical Group

 ...Neonatal Nurse Practitioner (PT/Hourly) OverviewSunny Southwest FloridaGreat opportunity for a per diem, certified, experienced neonatal nurse practitioner to work with our team of neonatologists and NNPs providing care at Lee Memorial Health System in Fort Myers... 

LocumTenens.com

Locum Tenens Physician Assistant - Urgent Care - $85-95 per hour Job at LocumTenens.com

 ...Job Description LocumTenens.com is seeking a Physician Assistant Urgent Care for a locum tenens job in Rockford, Illinois. Job Description & Requirements Specialty: Urgent Care Discipline: Physician Assistant Duration: 13 weeks Employment Type: Locum... 

Absolute Staffers

Medical Assistant Job at Absolute Staffers

 ...200.00 Sign-On Bonus!! Our client, a federal agency in Ft. Worth, Texas, has an IMMEDIATE...  ...a jump on first knowledge of federal government employment opportunities for your role,...  ...accredited Medical Office Assistant or Medical Nursing Assistant program. Must have a valid... 

GetixHealth

Eligibility Screener Job at GetixHealth

You would be working in a local hospital assisting patients with applications for third-party resources including state aide. Onsite position only! Compensation: $21/hr and Quarterly Bonus Eligible Schedule: 8:00am - 5:00pm PST, Monday - Friday Principal Responsibilities...