JPMorgan Chase
U.S. Private Bank - Investment Professional
Palm Beach, FL · Full-time · Posted Sep 21, 2026
- Experience
- One plus years of industry related experience.
- Education
- Bachelor’s Degree required.
About the job
Provides daily investment and operational support to U.S. Private Bank Investors, including brokerage trade execution, account and fee administration, and client relationship support.
What you'll do
- Advise on and execute brokerage trades, review trade records, process corrections, and update accounts.
- Create discretionary account mandates and monitor exceptions, risk metrics, and Client Advisor loadings.
- Submit and monitor fee schedules and billing, and manage Alternatives documents with clients.
What they ask for
- Series 7, 66, and Insurance licenses; unlicensed candidates must obtain them within 90 days of start date.
- Bachelor’s Degree.
- PowerPoint and Excel expertise.
- Exceptional follow-through, organization, attention to detail, accuracy, and interpersonal skills.
Nice to have
- 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.
Tools
PowerPoint, Excel, Workstation, Connect, DDR/KYC
Model-written summary · the original posting is authoritative