U.S. Private Bank - Banker Professional - Associate

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 ResponsibilitiesConsult 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 updatesCreate mandates for discretionary accountsMonitor exceptions and work with Client Advisors to conduct /"what-if/" scenario-based analysis. Work with Team Leader to monitor risk metrics across the teamWork with Team Leader to monitorClient Advisorloadings.Submit and monitor fee schedules and billingManage Alternatives documents, including, submission, monitoring and working with clients to complete/correctRequired Qualifications, Capabilities, and SkillsSeries 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start dateBachelor’s Degree requiredOne plus years of industry related experienceExceptional follow-up and follow-through skillsPowerPoint and Excel expertisePreferred Qualifications, Capabilities, and SkillsFamiliarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary softwareExperience and interest in financial markets and conceptsExcellent interpersonal skills #J-18808-Ljbffr

Created: 2025-09-22