About Global Wealth Management: With more than 160 years of experience, J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets by leveraging the Private Bank's products and solutions. The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships through an integrated team structure with a platform of depth and breadth.
POSITION SUMMARY:
Provide support to team consisting of Investors in all facets of daily business routine, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.
ESSENTIAL FUNCTIONS:
Proactively generate investment ideas for Investors
Prepare Investment Performance Reviews for Investors to deliver to clients
Generate market, product and client research
Brokerage trade execution
Risk Management - monitor exceptions and work with Investors to resolve
Develop Investment Plans for Investors to present to clients using JPM wealth modeling tools
Analysis/interpretation of client data
Assist in development of client presentations
Work with Team Leader to monitor Investor loadings
Manage road show schedules
Manage sales management priorities and track follow up
Create Investment Mandates
Monitoring of fee schedules and billing
Reconcile brokerage trades - compare paper blotter to trade blotter daily
Prepare bottoms-up demand estimates for Private Investments offerings
Alternatives investments document management
Dodd Frank documentation process management
Monitor Penny Stock positions and activity
Execute trade Cancel/Corrects
Investment Account Opening updates
Execute SDI and other WorkStation updates
Track and assist Investors in Risk/AAR reviews
Assist in answering phones and helping clients or taking a message
QUALIFICATIONS:
Series 7 & 63 registration required
College degree required
Spanish fluency required
Minimum 1-2 years industry related experience
PowerPoint and Excel expertise required
Excellent interpersonal skills, both written and oral
Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy
Ability to multi-task and manage priorities effectively
Good judgment and problem solving skills
Absolute discretion when dealing with confidential matters
Ability to work both independently and as a team player
Exceptional follow-up and follow-through skills
General comfort level with Internet/Intranet usage and ability to learn proprietary software
JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
