JP Morgan Chase & Co.

U.S. Private Bank - Investment Professional

JP Morgan Chase & Co.$80K — $120K *
Miami, FL 33131In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Series 7, 66, and Insurance licenses required; unlicensed candidates must obtain within 90 days.
  • Bachelor’s Degree necessary.
  • Minimum of one year of industry experience required.
  • Exceptional follow-through and organizational skills.
  • Proficient in PowerPoint and Excel.
  • Familiarity with JP Morgan Private Bank systems or ability to learn quickly.
  • Strong interest in financial markets and concepts.

Responsibilities

  • Consult and execute brokerage trades, advising clients on trade execution and managing corrections.
  • Create mandates for discretionary accounts.
  • Monitor exceptions and conduct 'what-if' analyses with Client Advisors.
  • Collaborate with Team Leader to manage Client Advisor loadings.
  • Submit and oversee fee schedules and billing processes.
  • Manage and correct Alternatives documentation with clients.

Benefits

  • Working with a talented team in a dynamic Private Banking environment.
  • Opportunity for licensing and professional development.
  • Exposure to diverse financial products and markets.
  • Chance to build and maintain client relationships in a prestigious bank.
Full Job Description
JOB DESCRIPTION

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 monitorClient Advisorloadings.
  • 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

  • Bachelor27s Degree required
  • One plus years 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

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

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ

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