ESSENTIAL FUNCTIONS:
• Proactively generate ideas to touch clients
• Preparing, Reviewing and approving Investment Performance review presentations for
Investors to deliver to clients
• Market, product and client research
• Brokerage trade execution (mostly reactive, however some proactive)
• Discretionary Accounts - can set up trades but not submit for execution
• Risk Management - monitor exceptions and work with Investors to resolvConducting
'what-if' scenario based analysis and developing Investment Plans for Investors to present
to clients, and using JPM wealth modeling tools
• Analysis/interpretation of client data
• Assisting in development of client presentations
• Work with Team Leader to monitor Investor loadings
• Manage road show invitations
• Manage sales management priorities and track follow up
• Create Mandates/DPMs - Must be reviewed by Investor for approval and signoff before
delivering
• Monitoring of fee schedules and billing
• Review brokerage trades - compare paper blotter to trade blotter daily
• Alternatives document management
• Cancel/corrects
• Account updates
• Receiving and screening phone calls
• May be asked to schedule appointments, meetings, travel
• May be asked to prepare reimbursements for travel expenses
QUALIFCATIONS:
• Series 7 & 63 registration required
• College degree required
• Minimum 1-2 years industry related experience
• PowerPoint and Excel expertise required
• Familiarity with JP Morgan Private Bank systems Prism, Topaz, DDR/KYC preferred
• 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
softwareJPMorgan 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.

Equal Opportunity Employer/Disability/Veterans