JPMorgan Chase
U.S. Private Bank - Investment Professional
Palm Beach, FL · Full-time · Posted Sep 29, 2026
- Experience
- One plus years of industry related experience.
- Education
- Bachelor’s Degree required.
About the job
Provides daily operational and trade-execution support to Investors managing U.S. Private Bank client relationships.
What you'll do
- Advise on, execute, and review brokerage trades; process account updates and trade corrections.
- Create discretionary-account mandates and monitor exceptions, team risk metrics, and Client Advisor loadings.
- Submit and monitor fee schedules and billing, and manage Alternative investment 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