U.S. Private Bank – Investment Professional - Associate
Listed on 2026-06-18
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Finance & Banking
Financial Consultant, Financial Services
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. Morgans 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 the 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, comparing 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.
- Series 7, 66 and Insurance licenses required for the position; unlicensed candidates considered but required to obtain licenses within 90 days of start date.
- Bachelor's Degree required.
- One+ year 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.
Employment Type:
Full-Time
Experience:
years
Vacancy: 1
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