Private Bank

vor 1 Monat

Geneve, Schweiz JPMorgan Chase Bank, N.A. Vollzeit

This is an exciting opportunity for you to join a dynamic, diverse team within the J.P Morgan's EMEA (MENAT Market) Private Banking business. 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, J.P. 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.

Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our integrated and diverse platform, we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and complexities they face in the ever-evolving financial services space.
- Advisory and brokerage accounts trade execution and daily control over trade settlement
- Contact point with Supervisory Management, Risk Management and Investor Support teams
- Direct contacts with Asset Class Leaders desks on transactional matters
- Team liaison with Operations and Client Service Specialist teams
- Manage sales management priorities and track follow up
- Develop Investment Plans for Investors to present to clients and using JPM wealth modelling tools
- Support Investors Analysts in preparing, reviewing and approving Investment Performance review presentations for Investors to deliver to clients. Assisting in development of marketing pitches and investment ideas presentations
- Market, product and client research
- Maintaining risk management monitoring of the portfolios for investment purposes, regulatory purposes and other compliance issues. Review brokerage trades (compare paper blotter to trade blotter daily).
- Monitor exceptions and work with Investors to conduct 'what-if' scenario-based analysis.
- Create Mandates/Investment Parameters
- Monitoring of fee schedules and billing
- Documentation management (Alternatives, Suitability, Investment Parameters, OTC etc.)

**Experience**

Possessing a collaborative spirit and the ability to work effectively in a team, as well as valuing the innovation and creativity that diversity of thought brings, is essential.
- PowerPoint and Excel expertise required
- Excellent interpersonal skills, both written and oral
- Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy
- Ability to multi-task and manage priorities effectively
- Good judgment and problem-solving skills
- Absolute discretion when dealing with confidential matters
- Ability to work both independently and as a team player
- Exceptional follow-up and follow-through skills

All internal moves will normally take place on the same grade and same salary. Salaries are reviewed annually in February. Exceptions to the rule regarding transfer on current salary may include a move between geographic locations.
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

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