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U.S. Private Bank - Private Bank Professional - Associate

  • Job
    Junior Level
  • Banking & Finance
  • Miami

AI generated summary

  • You must be fluent in English and Spanish, hold Series 7, 66, and Insurance licenses, have a Bachelor's Degree, industry experience, exceptional follow-up skills, PowerPoint and Excel expertise, familiarity with JP Morgan systems, financial market interest, strong interpersonal skills, organization, and accuracy.
  • You will support Client Advisors with client documentation, account opening, monitoring client accounts, and liaising with various internal teams to ensure efficient account administration and risk management.


  • Required Qualifications, Capabilities, and Skills:
  • Fluent in both English and Spanish is highly desirable
  • 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


  • 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.


What qualifications are required for the U.S. Private Bank - Private Bank Professional - Associate position?

The qualifications required for this position include being fluent in both English and Spanish (highly desirable), holding Series 7, 66, and Insurance licenses, having a Bachelor's Degree, having at least one year of industry related experience, exceptional follow-up and follow-through skills, as well as expertise in PowerPoint and Excel.

What responsibilities does a U.S. Private Bank - Private Bank Professional - Associate have?

The responsibilities of this role include supporting Client Advisors in various tasks such as Know-Your-Client documentation, Suitability assessments and reporting, account opening processes, client account monitoring, daily account administration, acting as a point of contact with internal teams, and conducting 'what-if' scenario-based analysis.

Are there any preferred qualifications for the U.S. Private Bank - Private Bank Professional - Associate position?

Preferred qualifications for this position include familiarity with JP Morgan Private Bank systems (Workstation, Connect, DDR/KYC), experience and interest in financial markets and concepts, excellent interpersonal skills, and being a self-starter who is organized and detail-oriented.

Founded Year

Mission & Purpose

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities. © 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.


  • Healthcare and Insurance Plans

    Our employees are entitled to a variety of healthcare insurance plans, ranging from medical, dental and vision, to life and accident, disability, before-tax spending accounts, and group legal services.

  • Wellness Programs

    We are committed to providing employees with exceptional care — including arranging wellness screenings and assessment as well as access to health coaches, counseling, and guidance services for our employees.

  • Employee Programs

    Programs offered to eligible employees include parental leave, back-up child care services, flexible work options, matching gifts, discounts on banking services, electronics, arts and entertainment, fitness programs, travel and more.

  • Family Care

    We know how important your family's health is to you so we offer a variety of healthcare packages that cover you and your partner, your children and your parents.

  • Hybrid Working Model

    Dependent on the needs of the business and the nature of the role, JPMorgan Chase offers a hybrid work model for some roles, with at least three days on-site.