# U.S. Private Bank – Investment Professional [J.P. Morgan](https://www.jorb.ai/firms/j-p-morgan.md) · New York · United States · [Private Wealth](https://www.jorb.ai/jobs/private-wealth.md) J.P. Morgan is hiring a U.S. Private Bank – Investment Professional in New York. Posted 2026-05-14; applications close 2026-07-13. **Apply**: https://jpmc.fa.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/210748435 Posted 6d ago. ## Role details ## Overview We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within JPMorgan Chase & Co.’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, JPMorgan Chase & Co. 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 the 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, and 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 the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date - Bachelor’s Degree required - One or more years of industry-related experience - Exceptional follow-up and follow-through skills - PowerPoint and Excel expertise ## Preferred Qualifications, Capabilities, and Skills - Familiarity with JPMorgan 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 ## About JPMorgan Chase & Co. JPMorgan Chase & Co. is a leading financial services firm offering innovative financial solutions to millions of consumers, small businesses, and many of the world’s most prominent corporate, institutional and government clients. Our history spans over 200 years, and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. ## Compensation and Benefits We offer a competitive total rewards package including base salary determined by the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. ## Equal Opportunity and Accommodation We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of protected attributes, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. ## Applying to this role This U.S. Private Bank – Investment Professional role at J.P. Morgan runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications. [Tailor this application](https://www.jorb.ai/signup?ref=job-atom&firm=j-p-morgan&job=6a0698204b91e98b3692e4f4) ## More open roles at J.P. 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