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