J.P. Morgan Wealth Management – Private Client Investment Associate – Orlando,FL – JPMorgan Chase – Orlando, FL

Company: JPMorgan Chase

Location: Orlando, FL

Expected salary:

Job date: Fri, 09 May 2025 22:14:04 GMT

Job description:

Job Description: Investment Product and Marketing Support Specialist

Position Overview:
Join our innovative team at the intersection of investment products and digital technology! In this dynamic role, you will provide operational marketing and administrative support to Private Client Advisors within our Wealth Management division. You will play a crucial part in enhancing our broad investment product and thought leadership platform, ensuring that our clients receive the best possible service and insights.

Key Responsibilities:

  • Collaborate with Private Client Advisors to develop and implement marketing strategies that promote investment products and services.
  • Provide operational support by managing product documentation, compliance materials, and client communications.
  • Assist in the preparation of presentations, reports, and client-facing materials that highlight product offerings and market insights.
  • Utilize cutting-edge digital technology to streamline processes and improve client engagement.
  • Conduct market research to identify trends and opportunities that align with our investment strategy and goals.
  • Maintain up-to-date knowledge of investment products, market conditions, and competitive landscape.
  • Coordinate with cross-functional teams to ensure smooth execution of marketing campaigns and initiatives.
  • Support training sessions and workshops for Private Client Advisors, enhancing their product knowledge and marketing skills.

Qualifications:

  • Bachelor’s degree in Finance, Marketing, Business Administration, or a related field.
  • Strong organizational skills with the ability to manage multiple tasks simultaneously.
  • Excellent written and verbal communication skills.
  • Familiarity with digital marketing tools and investment products.
  • Proficiency in Microsoft Office Suite and other relevant software.

Why Join Us?
Become a part of a forward-thinking team that values innovation and excellence. We offer a collaborative work environment, opportunities for professional growth, and the chance to make a significant impact in Wealth Management. If you are passionate about investment products and digital solutions, we would love to hear from you!

J.P. Morgan Wealth Management – Private Client Investment Associate – Orlando,FL – JPMorgan Chase – Orlando, FL

Company: JPMorgan Chase

Location: Orlando, FL

Expected salary:

Job date: Mon, 31 Mar 2025 22:58:08 GMT

Job description: As a Private Client Associate within Wealth Management, you will play a key role in providing operational marketing and administrative support to Private Client Advisors. This role involves utilizing a broad investment product and thought leadership platform, as well as cutting-edge digital technology, to assist advisors in serving high-net-worth clients. Your responsibilities will include managing client communications, preparing investment reports, coordinating meetings and events, and ensuring smooth day-to-day operations. Additionally, you will have the opportunity to contribute to the development and execution of marketing strategies to attract and retain clients. This position requires strong organizational skills, attention to detail, and the ability to multitask in a fast-paced environment.

J.P. Morgan Wealth Management – Private Client Investment Associate – Orlando,FL – JPMorgan Chase – Orlando, FL

Company: JPMorgan Chase

Location: Orlando, FL

Expected salary:

Job date: Fri, 28 Feb 2025 23:05:56 GMT

Job description: As a Private Client Advisor within Wealth Management, you will play a crucial role in providing operational marketing and administrative support to advisors. You will work with a broad range of investment products and thought leadership platforms, utilizing cutting-edge digital technology to stay ahead of market trends. Your responsibilities will include assisting with client onboarding, preparing investment materials, monitoring client portfolios, and providing exceptional service to high-net-worth individuals. This role requires strong organizational skills, attention to detail, and a passion for delivering top-notch client service in a fast-paced and dynamic environment.

J.P. Morgan Wealth Management – Private Client Investment Associate – Orlando,FL – JPMorgan Chase – Orlando, FL

Company: JPMorgan Chase

Location: Orlando, FL

Expected salary:

Job date: Thu, 27 Feb 2025 04:36:23 GMT

Job description: The Private Client Associate provides essential operational marketing and administrative support to Private Client Advisors within the Wealth Management department. Responsibilities include coordinating client meetings, managing client communications, preparing presentations and reports, conducting market research, updating client account information, and assisting with various administrative tasks to ensure smooth client interactions and efficient operations. This role requires strong organizational skills, attention to detail, excellent communication abilities, and a proactive approach to supporting the team in serving high-net-worth clients and growing business opportunities.