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Asset Management, Private Bank, Investment Professional, San Francisco

Job Description

J.P. Morgan Private Bank has been helping the world’s wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Private Bank advisors in 110 offices in 25 states and 20 countries, the Private Bank provides clients with a global perspective delivered through a local, dedicated team of specialists focused on fundamental wealth management disciplines, including investment management, wealth structuring, philanthropy, credit and banking.

Provide support to team consisting of Investors in all facets of daily business routine, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.  
  • Proactively generate ideas to touch clients
  • Preparing, Reviewing and approving Investment Performance review presentations for Investors to deliver to clients
  • Market, product and client research
  • Brokerage trade execution (mostly reactive, however some proactive)
  • Discretionary Accounts - can set up trades but not submit for execution
  • Risk Management - monitor exceptions and work with Investors to conduct 'what-if' scenario based analysis
  • Develop Investment Plans for Investors to present to clients, and using JPM wealth modeling tools
  • Analysis/interpretation of client data
  • Assisting in development of client presentations
  • Work with Team Leader to monitor Investor loadings
  • Manage road show invitations
  • Manage sales management priorities and track follow up
  • Create Mandates/DPMs - Must be reviewed by Investor for approval and signoff before delivering
  • Monitoring of fee schedules and billing
  • Review brokerage trades - compare paper blotter to trade blotter daily
  • Alternatives document management
  • Cancel/corrects
  • Account updates
  • Receiving and screening phone calls
  • May be asked to schedule appointments, meetings, travel
  • May be asked to prepare reimbursements for travel expenses



  • Series 7 & 63 registration required
  • College degree required
  • Minimum 1-2 years industry related experience
  • PowerPoint and Excel expertise required
  • Familiarity with JP Morgan Private Bank systems Prism, Topaz, DDR/KYC preferred
  • Excellent interpersonal skills, both written and oral
  • Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy
  • Ability to multi-task and manage priorities effectively
  • Good judgment and problem solving skills
  • Absolute discretion when dealing with confidential matters
  • Ability to work both independently and as a team player
  • Exceptional follow-up and follow-through skills
  • General comfort level with Internet/Intranet usage and ability to learn proprietary software
Req #: 150126591
Location: San Francisco, CA US
Job Category: Account Servicing
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

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