U.S. Private Bank - Banker Professional - Associate
Company: JPMorgan Chase & Co.
Location: San Francisco
Posted on: April 1, 2026
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Job Description:
Description We are actively looking for exceptionally talented
individuals who are collaborative, confident and motivated to
provide a first-class experience to clients within J.P. Morgan’s
U.S. Private Bank. If you have an entrepreneurial mindset and are
looking to constantly challenge yourself, J.P. Morgan is the place
for you. You will be working alongside a team of talented
colleagues from other markets, businesses and functions to provide
you with the opportunity to take your career to the next level. As
an Investment Professional in the U.S. Private Bank, you will
provide integral daily support to Investors 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 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 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
Keywords: JPMorgan Chase & Co., Richmond , U.S. Private Bank - Banker Professional - Associate, Accounting, Auditing , San Francisco, California
