U.S. Private Bank - Private Bank 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 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
* Bachelor's 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
JPMorgan Chase & Co., 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 over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.
Those in eligible roles may receive commission-b...
- Rate: Not Specified
- Location: Miami, US-FL
- Type: Permanent
- Industry: Finance
- Recruiter: JPMorgan Chase Bank, N.A.
- Contact: Not Specified
- Email: to view click here
- Reference: 210548769
- Posted: 2024-10-16 08:45:36 -
- View all Jobs from JPMorgan Chase Bank, N.A.
More Jobs from JPMorgan Chase Bank, N.A.
- Home Infusion Nurse I, Full-time - Accredo - Braintree, MA
- Business Analytics Lead Analyst (Medicare) - Hybrid
- Legislative Assistant, Federal Government Affairs
- Home Infusion Registered Nurse, Per Diem - Accredo - Portland, OR
- Pharmacy Technician - Accredo
- Claims Systems Configuration Lead Analyst - eviCore - Remote
- Business Analytics Advisor
- Client Manager; U500 - Seattle, WA(Hybrid)
- Home Infusion Nurse RN - FT with weekends - Accredo - Ft. Lauderdale, FL
- Business Analysis Advisor
- Risk Management & Underwriting Leadership Development Program (RULDP) June 2025
- Senior AWS Data Engineer - Hybrid
- Claims Systems Configuration Quality Review Senior Analyst - eviCore - Remote
- Nurse Practitioner - Evernorth - Plano TX
- Manager, Provider Contracting Network Management - CT market
- IT Strategy Senior Manager - Hybrid
- Public Affairs Program Management Office (PMO), Senior Principal - Hybrid - Evernorth
- Risk Adjustment Auditor-Remote- Cigna Healthcare
- AWS Data Engineer - Hybrid
- Medicare Technology Operations - Agile Product Manager Analyst