Specific responsibilities include:

• Owning the client experience for account opening and new client onboarding, the ACAT process for bringing assets from another firm, and ensuring overall excellent client experience with our support groups

• Support advisors with risk controls (AML and KYC)

• Help prepare meeting materials for clients and prospective clients

• Collaborate with integrated team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return objectives

• Become an expert in a range of proprietary models to provide recommendations on tailored solutions

• Provide call coverage for advisors to support incoming client requests

• Helping with event management

As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients.

Qualifications: We seek candidates with a unique blend of interpersonal and analytical skills. Private Banking Analysts efficiently leverage both qualitative and quantitative resources to understand complex financial situations and present solutions. Specific qualifications include:

• Minimum 3 years industry related experience

• Candidate must hold a Bachelor's degree

• Series 7 & 63 registration required

• Experience using Microsoft office programs including excel, power point and Adobe PDF

• Superior multi-tasking and organizational skills

• Excellent communication skills and poise giving presentations. Excellent interpersonal skills, both written and oral

• Demonstrated aptitude for sales and client relationship management

• The ability to be a dynamic member of a team

• Strong initiative, energy and confidence completing projects with limited supervision

• Good judgment and discretion working with highly confidential informationJPMorgan 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