JPMorgan International Private Bank- Banker Professional Analyst 

United States, California, San Francisco 

570926185

The Role will be responsible for:

• Provide basic client information management
• Prepare and review prospect/banking products pitches
• Validate source of wealth of clients
• Periodic updating of client backgrounds
• Client invitation/nominations for events
• Account opening approval coordination
• Daily account administration: unblocking of accounts, setting up credit lines
• Advisory and brokerage accounts trade execution and daily control over trade settlement
• Contact point with Supervisory Management, Risk Management, and Investor Support 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
• Fluent in English and Mandarin Required
• Bachelor’s Degree required
• One plus years of industry related experience
• Exceptional follow-up and follow-through skills
• PowerPoint and Excel expertise