JPMorgan Chase
U.S. Private Bank - Investment Professional
Clayton, MO · Full-time · Posted Aug 20, 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, trades, account activity, fees, and alternative investment documents.
What you'll do
- Advise on and execute brokerage trades, review trade records, process cancel/corrects, and update accounts.
- Create discretionary account mandates; monitor exceptions and risk metrics with colleagues.
- Submit and monitor fee schedules and billing, and manage alternative investment documents.
What they ask for
- Series 7, 66, and Insurance licenses; unlicensed candidates may obtain them within 90 days of starting.
- Bachelor’s Degree.
- One plus years of industry related experience.
- PowerPoint and Excel expertise; familiarity with JP Morgan Private Bank systems or ability to learn proprietary software.
Tools
PowerPoint, Excel, Workstation, Connect, DDR/KYC
Model-written summary · the original posting is authoritative