U.S. Private Bank - Private Bank Professional - Associate
Company: JPMorgan Chase & Co.
Location: Miami
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
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
Keywords: JPMorgan Chase & Co., Carol City , U.S. Private Bank - Private Bank Professional - Associate, Accounting, Auditing , Miami, Florida
