Investment Professional

vor 3 Wochen

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

J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to UHNW 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.

**The Role**

The Advisor Professional is laser focused on helping the team's Client Advisors bring the best possible service to our clients. This role is extremely diverse with responsibilities across investment management, multi-asset trading, lending, client onboarding and many other ad hoc requests while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.

The best Advisor Professionals are self-starters with an unwavering work ethic, who want to go above and beyond. They are skilled problem solvers who delight at getting the administrative aspects of complex transactions over the line.

**Key Responsibilities**
- Supporting the team's Client Advisors across investments, account opening, credit and wealth advisory matters. This role is extremely broad and would involve working with teams and processes across J.P. Morgan's entire Wealth Management platform.
- Brokerage trade execution across asset class.
- 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 teams
- Direct contacts with Asset Class Leaders desks on transactional matters
- Team liaison with Operations and Client Service Specialist teams
- Support Business 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
- Maintaining risk management monitoring of the portfolios for investment purposes, regulatory purposes and other compliance issues.
- Supporting client feedback and error reviews
- Internal Account maintenance and coverage management
- Internal Financial reports
- Create Mandates/Investment Parameters
- Monitoring of fee schedules and billing
- Documentation management (Alternatives, Suitability, Investment Parameters, OTC etc.)
- Documentation management across investments, credit and onboarding/account opening.
- Anything else that will bring the best service to our clients and support the team in achieving their business goals.

**Your Background and Skillset**
- A self-starter that is well organised, able to multi-task and takes pride in what you do.
- Achievement oriented, focused on managing priorities and good at solving problems.
- PowerPoint and Excel expertise required
- Excellent interpersonal skills, both written and oral
- Absolute discretion when dealing with confidential matters
- Exceptional follow-up and follow-through skills
- General comfort level with Internet/Intranet usage and ability to learn proprietary software
- Ability to see things through to the end.
- Some prior trading experience would be beneficial.
- Great team player that is excited to join a young and growing team.
- Impeccable sense of ethics and values, with an ability to adapt quickly.
- Prior experience working in Financial Services. Time spent in Private Banking/Wealth Management is especially beneficial.
- Fluent in English and French is essential.

J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management with client assets of over $2.7trillion. Our clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

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 m

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