Chase Bank

J.P. Morgan Wealth Management - Analyst, Liquidity Specialist

Chase Bank

Chicago, IL, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a detail-oriented individual with a passion for finance and a drive for success? J.P. Morgan Wealth Management at Chase Bank is seeking a highly skilled Analyst, Liquidity Specialist to join our team. In this role, you will have the opportunity to work with high net worth clients and provide them with personalized financial solutions. The ideal candidate will have exceptional analytical skills, strong communication abilities, and a deep understanding of liquidity management. Join our dynamic and fast-paced environment and take your career to the next level.

  1. Conduct thorough analysis of clients' financial portfolios and liquidity needs.
  2. Develop personalized liquidity management solutions for high net worth clients.
  3. Collaborate with team members to ensure accurate and timely execution of client requests.
  4. Monitor and assess market trends and conditions to make informed recommendations to clients.
  5. Communicate effectively with clients to understand their financial goals and provide regular updates on their portfolio.
  6. Utilize advanced analytical tools and techniques to identify potential risks and opportunities.
  7. Maintain up-to-date knowledge of industry regulations and best practices related to liquidity management.
  8. Perform regular reviews and evaluations of client portfolios to identify areas for improvement.
  9. Present complex financial information in a clear and concise manner to clients and stakeholders.
  10. Continuously strive to meet and exceed performance targets and contribute to team success.
  11. Stay informed about new products and services offered by the company to better serve clients.
  12. Maintain confidentiality and handle sensitive client information with professionalism and discretion.
Where is this job?
This job is located at Chicago, IL, USA
Job Qualifications
  • Excellent Analytical And Problem-Solving Skills

  • Bachelor's Degree In Finance, Economics, Or A Related Field

  • 2-3 Years Of Experience In Wealth Management Or A Similar Role

  • Strong Understanding Of Liquidity Management And Cash Flow Analysis

  • Ability To Effectively Communicate With High Net Worth Clients And Provide Exceptional Customer Service.

Required Skills
  • Financial Analysis

  • Market Research

  • Cash Management

  • Financial Modeling

  • Compliance Knowledge

  • Investment Strategy

  • Portfolio Management

  • Risk assessment

  • Client Relations

  • Asset allocation

  • Wealth planning

  • Reporting Proficiency

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Problem Solving

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a J.P. Morgan Wealth Management - Analyst, Liquidity Specialist in Chicago, IL, USA is $80,000 - $100,000 per year. However, this can vary depending on a number of factors such as the candidate's experience, qualifications, and the specific role and responsibilities within the company.

Additional Information
Chase Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedFebruary 25th, 2025
Apply BeforeJuly 20th, 2025
This job posting is from a verified source. 
Reposted

Apply with Video Cover Letter Add a warm greeting to your application and stand out!

About Chase Bank

JPMorgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase.

Frequently asked questions

Get interviewed today!

JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.

Get Started