U.S. Private Bank – Investment Professional – Associate jobs in United States
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Chase · 3 months ago

U.S. Private Bank – Investment Professional – Associate

position1900 N Akard St, Dallas, TX, 75201, US
timeFull-time
remoteOnsite
seniorityEntry Level
date1+ years exp

Chase is seeking an Investment Professional to join their U.S. Private Bank team in Dallas, TX. The role involves providing daily support to investors in managing client relationships and coordinating with colleagues to ensure a first-class experience for clients.

BankingFinancial Services

Responsibilities

Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
Create mandates for discretionary accounts
Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team
Work with Team Leader to monitor Client Advisor loadings
Submit and monitor fee schedules and billing
Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct

Qualification

Series 7 licenseSeries 66 licenseInsurance licensePowerPoint expertiseExcel expertiseFinancial markets knowledgeInterpersonal skillsOrganizational skillsDetail-oriented

Required

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

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

Company

Chase

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Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
dateFounded in 2000
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.chase.com/

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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