U.S. Private Bank - Private Bank Professional - Associate
JPMorgan Chase
- Tampa, FL
- Permanent
- Full-time
- 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
- Proactively generate investment ideas and reasons to call clients to aid the team in growing client relationships
- Gather and interpret market, product and client information as well as research
- Prepare, Review and approve Investment Performance review presentations for Client Advisors to deliver to clients
- 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
- 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