U.S. Private Bank – Investment Professional – Associate

🏢 JP Morgan
📍 Boston, United StatesFull-timeOn-site
📅 Posted: 2mo ago🔄 Updated: 2mo ago
CV%
✨ AI Summary
J.P. Morgan's U.S. Private Bank is seeking an Investment Professional – Associate to provide integral daily support to Investors in managing client relationships. This role involves consulting on and executing brokerage trades, creating mandates for discretionary accounts, risk management, and managing fee schedules and alternative documents. The position requires collaboration with a team of colleagues and support groups while maintaining client confidentiality. The ideal candidate will be collaborative, confident, and motivated, with an entrepreneurial mindset.
Required Skills
Soft Skills & Professional Competencies
Follow-UpOrganizationAttention to Detail
Other
follow-throughfinancial conceptsinterpersonal skills
Productivity & Workplace Tools
PowerPointExcel
Nice to have:
Other
JP Morgan Private Bank systems
🎁 Benefits & Perks
competitive total rewards package including base salary, commission-based pay and/or discretionary incentive compensation, comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching.
Requirements
Candidates must possess a Bachelor's Degree and 1-2 years of industry-related experience. Licenses such as Series 7, 66, and Insurance are required, or must be obtained within 90 days of hire. Proficiency in PowerPoint and Excel, strong follow-up skills, and familiarity with financial markets and concepts are essential.
Description

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank.  If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

 

As an Investment Professional you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.   

 

Job Responsibilities

  • Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
  • Create mandates for discretionary accounts
  • Risk Management - monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team
  • Work with Team Leader to monitor Client Advisor loadings. 
  • Submit and monitor fee schedules and billing
  • Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct

     

Required Qualifications, Capabilities, Skills

 

  • Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date

  • Bachelor’s Degree required
  • 1-2 years of industry related experience 
  • Exceptional follow-up and follow-through skills 
  • PowerPoint and Excel expertise
  • Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software 
  • Experience and interest in financial markets and concepts 
  • Excellent interpersonal skills 
  • Self-starter, extremely organized and detail-oriented with strong commitment to accuracy 

Preferred Qualifications, Capabilities, Skills

 

 

✨ Premium Match Details
Deep-dive CV analysis, customized Cover Letters, and Interview prep!
📊 Match Analysis
Insights against your active CV
📊
Personalized Match Analysis
Upload your CV to see exact matching percentages, detailed skills mapping, and gap analysis for this role.
🎯 Overalli74%
⚡ Skillsi85%
View Breakdown
Ontology Match: 85.0
Matched:✓ Requirements Matching✓ Ontology Skills Mapping
📜 Eligibilityi49%
View Breakdown
Local: 19600%
🏗️ Career Fiti91%
View Breakdown
Seniority: 91.0
📋 Requirementsi67%
View Breakdown
Domain: 67.0
🔥 Motivationi78%
View Breakdown
Title Fit: 78.00