U.S. Private Bank – Investment Professional – Associate

Provide integral daily support to Investors in managing client relationships within J.P. Morgan’s U.S. Private Bank. Consult on and execute brokerage trades, including advising on trade execution, placing trades, reviewing trades, and creating mandates for discretionary accounts. Monitor risk metrics and team loadings, collaborate with Team Leader and Client Advisors, submit and monitor fee schedules and billing, and manage Alternatives documents with clients. Requires Series 7 and 66 licenses and Insurance licenses (unlicensed candidates considered but must obtain licenses within 90 days), Bachelor’s Degree and 1+ year of related experience. Proficiency in PowerPoint and Excel; strong interpersonal, follow-up, and organizational skills. Familiarity with JP Morgan Private Bank systems (Workstation, Connect) or ability to learn proprietary software; interest in financial markets.