IPB - Banker Professional - GFG MENAT
On-site · New York City, New York, United States
Job Summary
Banker Professional in the International Private Bank providing integral daily support to Client Advisors in managing client relationships, including Know-Your-Client documentation, suitability assessments, and account-opening processes. You will coordinate with a team of colleagues and liaise with Operations, Risk Management, and Investor Support teams to monitor client accounts, perform analysis, and support documentation and reporting. Requires Series 7, 66 and insurance licenses (or willingness to obtain within 90 days), a Bachelor’s Degree, 1+ year experience, strong organizational and communication skills, and proficiency with PowerPoint and Excel. Multilingual ability (e.g., Arabic, French, Turkish) and familiarity with JP Morgan Private Bank systems are preferred. Location: New York, NY, United States. Responsibilities include supporting client advisors, managing information, and contributing to risk monitoring and account administration.
Required Qualifications
- Series 7, 66 and Insurance licenses required; 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
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