Investor Sales Assistant - Private Wealth Management, New Orleans

Status:Full Time, Employee
Job Ref Code:090057604
Job Location:New Orleans, LA 70112

JPMorgan Private Wealth Management
 
 
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.2 trillion and operations in more than 60 countries. Asset Management provides investment and wealth management services to institutional, high net worth and retail investors and their advisors. For wealthy individuals and families, J.P. Morgan offers personalized financial solutions that integrate investment management, capital markets, trust and banking.   
 
Private Wealth Management is J.P.Morgan's comprehensive wealth management solution for high net worth clients.  Combining the deep capabilities of a leading global financial institution with the intimacy of a boutique firm, Private Wealth Management has 86 offices across the United States.  Our model is designed to preserve and grow our clients' wealth through a disciplined investments approach, estate planning and tailored banking and credit solutions.   
 
Primary Function
Provide support to Investor in all facets of daily business routine, while maintaining awareness of and sensitivity to confidential nature of private clients.  
·         Execution of client needs on more complex investment offerings
·         Provide client management support once deal is originated
·         Work with client to obtain proper financials / paperwork
·         Confirm, Enter, process, correct, reconcile and cancel trades
·         Assist the Investor with preparation for client meetings
·         Support the Investor with managing portfolio


 
·         Ability to work both independently and as a team player
·         Excellent communication skills, both written and oral
·         Ability to multi-task and manage priorities effectively
·         Ability to adapt to a rapidly changing business and technology environment
·         Exceptional problem-solving skills
·         Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet
·         Ability to learn proprietary software and databases
·         Knowledge of JPMorgan product offerings
 
Position Requirements
·         College degree or equivalent experience required
·         Series 7 & 63 registration required
  
  
JPMorgan Chase offers an exceptional benefits program and a highly competitive compensation package.
 
JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V.
 

JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V.