Wealth Management - Private Bank - GIO - Professional Associate - New York,NY

JPMorgan Chase & Co.
0 reviews

Posted on: 5 Feb 2021

New York City, New York

Apply on Company site Save this job

Job Description

J.P. Morgan Asset & Wealth Management advises institutions, endowments, foundations and families through Asset Management and Wealth Management. Our Wealth Management business includes J.P. Morgan Private Bank, J.P. Morgan Securities and Chase Wealth Management.

J.P. Morgan Private Bank advises the worlds 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 2016, 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.

Qualifications:

* Series 7 & 63 registration required
* College degree required
* Minimum 1-2 years industry related experience
* 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

JPMorgan Chase & Co.

New York, New York

JPMorgan Chase & Co. operates as a financial services company worldwide. It operates in four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, payment processing, auto loan, and leasing services.

The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research.

This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners.

The AWM segment offers investment and wealth management services across equities, fixed income, alternatives, and money market fund asset classes; multi-asset investment management services; retirement products and services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. The company also provides ATM, digital covering online and mobile, and telephone banking services. JPMorgan Chase & Co. has a collaboration agreement with Chicagoland Chamber of Commerce. The company was founded in 1799 and is headquartered in New York, New York.