U.S. Private Bank – Investment… at JPMorganChase · 270 Park…

Summary: JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers and businesses. As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships while coordinating with colleagues and maintaining confidentiality. 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: - 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: - 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 Required Skills: Series 7 license, Series 66 license, Insurance license, PowerPoint, Excel, Brokerage trade execution, Discretionary account mandates, Fee schedule and billing management, Follow-up and follow-through Benefits: 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, Comprehensive health care coverage, On-site health and wellness centers, A retirement savings plan, Backup childcare, Tuition reimbursement, Mental health support, Financial coaching