Investment Professional, Eastern Europe Team
Vor 3 Tagen
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Client:Location:Job Category:Finance
Job Reference:9af7ad7f5f42
Job Views:12
Posted:21.01.2025
Expiry Date:07.03.2025
Job Description:We are actively looking for exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, Morgan 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.
Job Summary:
As an Investment Professional in the Eastern European team, you will provide support to a team consisting of Client Advisors in all facets of daily business routine, while maintaining awareness of and sensitivity to the confidential nature of Private Banking clients. This role will include client communication. You will work in a team-oriented environment with client advisors, client service specialists, integrated team members, operations, and technology teams to fulfill requests. You should be passionate about client service and will use communication and relationship management skills to ensure an exceptional level of client satisfaction.
Job Responsibilities:
- Monitor client accounts and assist with daily account administration.
- Action advisory and brokerage account trade execution and daily controls over trade settlement.
- Liaise with Operations, Client Service Specialist, Supervisory Management, Risk Management, and Investor Support teams.
- Support Business Analysts in preparing, reviewing, and approving Investment Performance review presentations for Investors to deliver to clients. Assist in the development of marketing pitches and investment ideas presentations. Prepare and review prospect/banking products pitches.
- Maintain risk management monitoring of the portfolios for investment purposes, regulatory purposes, and other compliance issues.
- Action internal account maintenance and coverage management, as well as internal financial reports.
Required Qualifications, Capabilities, and Skills:
- University degree in finance, law, or business-related subject (or equivalent).
- Fluent in English and Russian.
- PowerPoint and Excel expertise required.
- Excellent interpersonal skills, both written and oral.
- Self-starter, extremely organized, and detail-oriented with a strong commitment to accuracy.
- Good judgment and problem-solving skills.
- Ability to work both independently and as a team player.
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