U.S. Private Bank - Banker Professional - Associate Job at JPMorgan Chase & Co., San Diego, CA

MDg1enlEaUFMaDR4dXI1WFZ0cmJRVk11REE9PQ==
  • JPMorgan Chase & Co.
  • San Diego, CA

Job Description

Job Description

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 

 

FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

About Us

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

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​

Job Tags

Similar Jobs

Accurant International

Operational Technology (OT) Consultant Job at Accurant International

 ...The Operational Technology Engineer is responsible for all technical aspects of our various consulting and professional services business, providing OT engineering advisory on various electric utility projects. This individual may also be assigned to consulting projects... 

SkyBridge Aviation

TIG Welder Job at SkyBridge Aviation

Aviation Component Repair Technician (TIG Welding & Inspection) Position Overview: Responsible for performing precision maintenance, repair, and overhaul of aircraft engine components in compliance with aviation industry regulations and quality standards. This position...

Factory Direct Marine & RV - GA

Auto Body Painter Job at Factory Direct Marine & RV - GA

Caravelle Boat Group has immediate openings for painting staff. This job offers an abundance of work year-round! We have the best equipment and paint booth! Everything you need to do the best job you can, make our customers very happy, and make money! It's easy to apply...

Home With Help

Entry Level Caregiver Job at Home With Help

Join our Fantastic team of Caregivers/HHAs! Are you a compassionate, caring, and reliable individual with open availability?We are seeking Caregivers/HHAs to provide high quality, safe and supportive care to patients in the comfort of their own homes. Responsibilities...

Abonmarche Consultants, INC

Construction Field Inspector Job at Abonmarche Consultants, INC

 ...philanthropic programs, and within a culture of supportive work-life balance.We are seeking an entry to mid-level Construction Field Inspector in our Valparaiso, IN location.Responsibilities:~Documents field activities, observations, and testing results on...