29 days old

Wealth Management - Private Bank - Investment Professional - Baltimore, Maryland

JPMorgan Chase & Co.
Baltimore, MD 21202
  • Job Code
    190095971

Wealth Management - Private Bank - Investment Professional - Baltimore, Maryland

Req #: 190095971
Location: Baltimore, MD, US
Job Category: Relationship Management/Sales
Potential Referral Amount: US Dollar (USD)

J.P. Morgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

 

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

 

J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.

 

The U.S. Private Bank advises families across the U.S. through 45 offices and represents one of the largest growth opportunities for J.P. Morgan Chase & Co. In 2019, the U.S. Private Bank was recognized by Euromoney as the #1 Private Bank Overall in North America.

 
Position Summary: 

Provide integral daily support to Investors and Client Advisors in managing client relationships. Coordinate with the team and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.  

 
Essential Functions:
  • Research and answer client inquiries for products and solutions.
  • Proactively generate investment ideas and reasons to call clients to aid the team in growing client relationships.
  • Gather and interpret market, product and client information as well as research.
  • Prepare, Review and approve Investment Performance review presentations for Investors and Client Advisors to deliver to clients.
  • Consults on and executes brokerage trades, including:
    • Advising the client on trade execution.
    • Placing trades.
    • Review brokerage trades - compare paper blotter to trade blotter daily.
    • Submit cancel/corrects.
    • Make account updates.
  • Create mandates for discretionary accounts.
  • Risk Management - monitor exceptions and work with Investors and 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 Investor and Client Advisor loadings.  Organize and track campaigns and projects.
  • Submit and monitor fee schedules and billing.
  • Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct.
 


  • Series 7 & 63 registration required
  • College degree required
  • Minimum 7 years of client service or investment assistant experience within a registered broker dealer or registered investment adviser firm
  • Experience and interest in financial markets and concepts
  • PowerPoint and Excel expertise required
  • Familiarity with JP Morgan Private Bank systems Workstation, Connect, 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 software


Keyword: consumer%20banking

Categories

Posted: 2019-11-12 Expires: 2019-12-12

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Wealth Management - Private Bank - Investment Professional - Baltimore, Maryland

JPMorgan Chase & Co.
Baltimore, MD 21202

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast