U.S. Private Bank – Professional - Associate
Company: JPMorganChase
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: JPMorganChase, Coconut Creek , U.S. Private Bank – Professional - Associate, Accounting, Auditing , Miami, Florida
