International Private Bank- Investment Professional- Analyst

Job Responsibilities

Consult on and execute brokerage trades, including: advising the offshore client on trade execution, placing trades, reviewing brokerage trades – compare paper blotter to trade blotter daily, submitting cancel/corrects, 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 position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date

Must be fluent in Mandarin and English

Bachelor’s Degree required
One plus years of industry related experience
Exceptional follow-up and follow-through skills
PowerPoint and Excel expertise
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