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JPMorgan US Private Bank - Professional Associate 
United States, Florida, Orlando 
955479712

08.09.2024

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
  • Bachelor’s 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