U.S. Private Bank Management Associate
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Job Location:
Austin, TX - USA
Monthly Salary:
Not Disclosed
Posted on:
2 days ago
Vacancies:
1 Vacancy
Department:
Job Summary
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. You will be working alongside a team of talented colleagues businesses and functions to provide you with the opportunity to take your career to the next level.
Job Responsibilities:
- Serve as a trusted partner supporting day-to-day business and execution of strategic priorities.
- Collaborate across investment teams to drive alignment and effective execution of initiatives.
- Enhance team communications and coordinate with internal and external stakeholders including senior executives and clients.
- Identify process improvements and help implement solutions to optimize team coordination and business outcomes.
- Conduct research on industry trends and competitors to provide insights and recommendations.
- Prepare presentations and reports for meetings ensuring accuracy and professionalism.
- Coordinate agendas and follow-ups for management meetings and select client forums.
- Contribute to wider Private Bank initiatives and propose ideas for business optimization from client opportunities to strategy innovation.
Required Qualifications Capabilities and Skills:
- Broad understanding of the financial markets and investment management.
- Ability to connect the dots across business processes and drive clarity in ambiguous situations.
- Exceptional communication organizational and project management skills.
- Advanced proficiency in Microsoft Office Suite with a strong emphasis on PowerPoint and Excel.
- High professionalism integrity and discretion with confidential information.
- Strong attention to detail and commitment to high-quality work.
- Initiative curiosity and analytical ability to complete projects independently.
- Ability to thrive in a fast-paced environment and manage multiple projects.
- Strategic thinking and confidence to present recommendations to business leaders.
- Bachelors Degree required
- Series 7 & 66 licenses required for position; unlicensed candidates considered but required to obtain licenses within 90 days of start date
- Coachable professional with good business acumen
Required Experience:
IC
Key Skills
- Portfolio Management
- Wealth Management
- Financial Services
- Hybris
- Microsoft Word
- Banking
- Cash Management
- Data Management
- Microsoft Powerpoint
- Securities Law
- Microsoft Excel
- Internet Of Things
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
