U.S. Private Bank – Professional Associate
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Job Location:
Monthly Salary:
Posted on:
2 days ago
Vacancies:
1 Vacancy
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. 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 a Banker Professional in the U.S. Private Bank you will provide integral daily support to Client Advisors 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
Support Client Advisors in Know-Your-Client documentation and processes and Suitability assessments and reporting
Assist in account opening process and internal preparation to facilitate subsequent investments
Monitor client accounts and provide basic client information management
Conduct daily account administration
Act as point of contact with Account Opening teams Supervisory Management Risk Management and Investor Support teams
Liaise with Operations and Client Service Specialist teams
Monitor exceptions and work with Client Advisors to conduct what-if scenario-based analysis; partner with Team Leader to monitor risk metrics across the team.
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
Bachelors Degree required
One plus years of industry related experience
Exceptional follow-up and follow-through skills
PowerPoint and Excel expertise
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
Required Experience:
IC
Key Skills
- Correspondent
- Invoicing
- CAD
- CMMS
- Communication
- AC Maintenance
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
