U.S. Private Bank - Investment Professional

JPMorgan Chase • Palm Beach, FL • 6h ago

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 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 monitor Client Advisor loadings.

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

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

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 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-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Similar Jobs

Corporate Staff Accountant

Aston Carter • Delray Beach, FL • 1d ago

Finance, Accounting & Banking

Description The Staff Accountant plays a key role in supporting the daily operations of the accounting department. This position is responsible for journal entries, financial reporting, account reconciliations, and audit...

1d ago

Go to Apply

Americas Tax Technology Group - Partnership Tax - Senior

EY • Boca Raton, FL • 2d ago

Finance, Accounting & Banking

Location: New York, Philadelphia, Iselin, Hoboken, Washington, Atlanta, Chicago, Dallas, Houston At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of dive...

2d ago

Go to Apply

Staff Accountant

Robert Half • Palm Beach Gardens, FL • 2d ago

Finance, Accounting & Banking

Description We are looking for a detail-oriented Staff Accountant to join our client's team in Palm Beach Gardens, Florida. In this role, you will play a key part in maintaining accurate financial records, assisting with...

2d ago

Go to Apply

Accounting Clerk

Marriott • Boca Raton, FL • 3d ago

Finance, Accounting & Banking

Additional Information Job Number 25152274 Job Category Finance & Accounting Location Boca Raton Marriott at Boca Center, 5150 Town Center Circle, Boca Raton, Florida, United States, 33486VIEW ON MAP ( https://www.go...

3d ago

Go to Apply

Sr Director Finance

Comcast • West Palm Beach, FL • 3d ago

Finance, Accounting & Banking

Comcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of innovative and fascin...

3d ago

Go to Apply

Program Finance Intern (West Palm Beach, FL)

L3Harris • West Palm Beach, FL • 3d ago

Finance, Accounting & Banking

L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do. Our employees are unified in a shared dedication to our customers' mission and quest for professional growt...

3d ago

Go to Apply

Bank Equipment Technician

Cennox • West Palm Beach, FL • 4d ago

Finance, Accounting & Banking

Bank Equipment Technician West Palm Beach, FL Full Time Planned Entry Level Share ( https://cennox.applytojob.com/app/share/ExIufQM9YI ) BANK EQUIPMENT TECHNICIANS NEEDED IN WEST PALM BEACH, FL Do you enjoy the freedom o...

4d ago

Go to Apply

Accounts Payable Supervisor/Manager

Robert Half • Boca Raton, FL • 4d ago

Finance, Accounting & Banking

Description We are looking for an experienced Accounts Payable Supervisor/Manager to oversee and optimize the accounts payable processes within a dynamic organization based in Boca Raton, Florida. In this role, you will...

4d ago

Go to Apply

Staff Accountant

Aston Carter • Delray Beach, FL • 4d ago

Finance, Accounting & Banking

Staff Accountant - On-Site | Delray Beach, FL A growing infrastructure-focused company is seeking a detail-oriented Staff Accountant to support core accounting operations. This fully on-site role involves journal entries...

4d ago

Go to Apply

Staff Accountant

Robert Half • Boynton Beach, FL • 4d ago

Finance, Accounting & Banking

Description We are looking for a meticulous Staff Accountant to join our team in Boynton Beach, Florida. This role requires a strong background in accounting practices and the ability to work independently while maintain...

4d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.