Location: New York, NY, United States

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 a Banker Professional in the U.S. Private Bank, you will provide integral daily support to Client Advisors 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
    Support Client Advisors in Know-Your-Client documentation and processes and Suitability assessments and reporting
    Assist in account opening process and internal preparation to facilitate subsequent investments
    Monitor client accounts and provide basic client information management
    Conduct daily account administration
    Act as point of contact with Account Opening teams, Supervisory Management, Risk Management and Investor Support teams
    Liaise with Operations and Client Service Specialist teams
    Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis; partner with Team Leader to monitor risk metrics across the team.

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 
    Self-starter, extremely organized and detail-oriented with strong commitment to accuracy 
 

An exciting opportunity to join a dynamic team supporting the financial advisement of high net worth clients in the Private Bank.