U.S. Private Bank - Banker Professional - Associate (El Segundo) Job at J.P. Morgan, El Segundo, CA

UitYeVR2OHFEMWZ2emFCQXYyMTA5TG9kdGc9PQ==
  • J.P. Morgan
  • El Segundo, CA

Job 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. Morgans 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 in the U.S. Private Bank, 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
  • 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 monitorClient Advisorloadings.
  • Submit and monitor fee schedules and billing
  • Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct

Required Qualifications, Capabilities, and Skills

  • Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
  • Bachelors Degree required
  • One plus years of industry related experience
  • Exceptional follow-up and follow-through skills
  • PowerPoint and Excel expertise

Preferred Qualifications, Capabilities, and Skills

  • 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
#J-18808-Ljbffr

Job Tags

Similar Jobs

University of Iowa

Theoretical Plasma Physics University of Iowa, Department of Physics and Astronomy Job at University of Iowa

 ...position is filled. The position begins as early as Fall 2026, but a later start date may be accommodated.Education Requirement:A PhD in physics or closely related discipline.Required Qualifications:A record of scholarship in theoretical/computational plasma... 

Incredible Flavors

Package Delivery Driver Job at Incredible Flavors

Delivery Driver Join Our Team!AtIncredible Flavors, we take pride in delivering high-quality products to coffee shops, restaurants, hotels, and more. Were looking for a reliable and customer-focusedDelivery Driverto ensure our products reach our customers safely... 

Leaf Home

LHE Bath Planet Installer Job at Leaf Home

 ...fastest growing one day bath remodeling company. We are continuing to expand nationwide and we are looking for professional remodeling installers in your area now! Stop spending time chasing down leads, bidding for work and hoping to get the call. Join us at Leaf Home Bath... 

TIBCO Software

Merchandise Associate Job at TIBCO Software

 ...around the world, if you can think of a product, you can probably find it in our stores, which include TJ Maxx, Marshalls, Home. Goods, Sierra, Winners, Homesense, and TK Maxx. With Merchandise, Customer Experience, Technology, Retail, Associate, Support TIBCO Software

LanceSoft

Travel Sterile Processing Technician Job at LanceSoft

 ...Job Description LanceSoft is seeking a travel Sterile Processing Technician for a travel job in Exeter, New Hampshire. Job Description &...  ...evenings ~ Employment Type: Travel ~2+ years current experience - Required (1)~ TRAVELER MUST BE CERTIFIED ~ previous...