JPMorgan Chase
U.S. Private Bank - Investment Professional
Birmingham, MI · Full-time · Posted Sep 30, 2026
- Experience
- One plus years of industry related experience
- Education
- Bachelor’s Degree required
About the job
Provides daily investment and brokerage support to U.S. Private Bank Investors, helping manage client relationships and investment operations.
What you'll do
- Advise on and execute brokerage trades, review trade records, and make account updates.
- 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-up and follow-through 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