Investment Professional, Eastern Europe Team

vor 7 Monaten

Zurich, Schweiz JPMorgan Chase & Co Vollzeit

**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, 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.

**Job Summary**:
As a Investment Professional in the Eastern European team, you will provide support to team consisting of Client Advisors in all facets of daily business routine, while maintaining awareness of and sensitivity to 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 fulfil requests. You would be passionate about client service and will use communication and relationship management skills to ensure an exceptional level of client satisfaction.

**Responsibilities**:

- Monitor client accounts and assist with daily account administration
- Manage documentation (Alternatives, Suitability, Investment Parameters, OTC etc.)
- 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. Assisting in 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**:

- Fluent in English and Russian
- PowerPoint and Excel expertise required
- Excellent interpersonal skills, both written and oral
- Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy
- Good judgment and problem solving skills
- Ability to work both independently and as a team player

**ABOUT US**

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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

**ABOUT THE TEAM**

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

  • Relationship Manager Eastern Europe

    vor 7 Monaten

    Zurich, Schweiz JobHive AG Vollzeit

    Who is hiring? For a Swiss Family Office based in Zurich, we are looking for a Relationship Manager for Eastern Europe! Tasks You will work in a team in Zurich and be responsible for the following: - general office administration and accounting - telephone and written client contact - managing client portfolios and investment advice - preparing client...

  • Relationship Manager Wm Eastern Europe

    vor 7 Monaten

    Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 282320BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a people person? Do you know how to give superior investment advice that grows client wealth? - We’re looking for a Relationship Manager to: - develop and...

  • Private Banker

    vor 8 Monaten

    Zurich, Schweiz PICTET Vollzeit

    **Your team**: - Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial service group offers a comprehensive service for wealthy individuals and families including discretionary and advisory investment solutions and family office services.- You will be responsible for new...

  • Junior Investment Professional, Fund of Funds

    vor 7 Monaten

    Zurich, Schweiz PER, Private Equity Recruitment Vollzeit

    Junior Investment Professional, Fund of Funds & Co-Investments, Zurich, Switzerland **About our client** Our client is a leading Foundation, based in Switzerland, who are looking to add a Junior Investment Professional to their growing private equity team. This role will focus on fund of funds and co-Investments. It is an exciting opportunity to work in a...

  • Investment Professional

    vor 2 Wochen

    Zurich, Schweiz LHH Vollzeit

    For our client, a top Professional Services firm and a leader in its industry, we are looking for an Investment Professional to support the global corporate development, partnership ecosystem and M&A processes. Relevant experience in a similar role, or in M&A/Strategy. **Primary responsibilities**: - Drive a systematic and rigorous market and competition...

  • Principal

    vor 2 Wochen

    Zurich, Schweiz Delta Executive Search Vollzeit

    Our client is looking for a Director or Vice President level FIG Investment Banker or Investment Professional, with top-tier institutional experience, to manage an existing investment portfolio of Financial Services private equity investments primarily in Eastern Europe and Central Asia

  • Client Advisor

    vor 3 Wochen

    Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 261922BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a strategic, solution-oriented thinker? Do you have a solid risk background eventually combined with experience in managing complex and sensitive client...

  • Investment Professional

    vor 7 Monaten

    Zurich, Schweiz LGT Capital Partners Vollzeit

    Job Description The Private Credit Solutions team is a fast growing and dynamic team within LGT Capital Partners that invests in private credit strategies globally across direct/co-investments, secondaries and primary fund investments. The Private Credit Solutions team is a separate dedicated team within the firm that leverages insights, relationships,...

  • Business Manager for Central

    vor 2 Wochen

    Zurich, Schweiz Julius Baer Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. Responsible for offering support to overall implementation & management of the business strategies. **YOUR CHALLENGE**: -...

  • Investment Professional, Infrastructure Fund of

    vor 7 Monaten

    Zurich, Schweiz PER, Private Equity Recruitment Vollzeit

    PER, Private Equity Recruitment Zurich, SwitzerlandPosted 14 hours ago Permanent Competitive - Investment Professional, Infrastructure Fund of Funds & Co-Investments, Zoug, Switzerland **About our client** A Swiss Foundation is looking for an investment professional to support the evolution, development and implementation of the real asset investment...

  • Executive Assistant

    vor 1 Woche

    Zurich, Schweiz LGT Vollzeit

    LGT ist eine führende internationale Private Banking und Asset Management Gruppe, die sich seit über 100 Jahren im Besitz der Fürstenfamilie von Liechtenstein befindet. Mit rund 600 Mitarbeitenden hat sich die LGT Bank Schweiz als namhafte Schweizer Privatbank etabliert und ist sowohl für vermögende Privatkunden wie auch für Mitarbeitende eine...

  • Investment Professional

    vor 7 Monaten

    Zurich, Schweiz Wineus AG Vollzeit

    Wineus AG ist eine führende, unabhängige Finanzboutique mit Büros in Zürich, Zug und Lausanne. Seit 2008 begleiten wir erfolgreich Unternehmer und Unternehmen insbesondere in den Bereichen Direktbeteiligungen (Private Equity), Mergers & Acquisitions, Kapitalmarkttransaktionen und Finanzierungen. Zu unseren Kunden zählen neben kotierten Unternehmen...

  • Legal Counsel Fund Investments

    vor 7 Monaten

    Zurich, Schweiz coni+partner AG Vollzeit

    Our client is an Asset Management company in Zurich. We are looking for a professional (m, f, d) as a Legal Counsel Fund Investments Tasks Legal support mainly for investments in Europe / Reviewing and negotiating terms and conditions for transactions in conjunction with the commercial deal captain / confidentiality agreements, term sheets, facility...

  • Client Account Manager

    Vor 7 Tagen

    Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich - Business management, administration and support, Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 266299BR **City** - Zürich **Job Type** - Full Time **Your role** - Do you want to take your career to the next level learning new things every day? You proactively go the extra mile, take...

  • Private Equity Investment Management

    vor 7 Monaten

    Zurich, Schweiz LGT Capital Partners Vollzeit

    Job Description Job Information As an intern, you will join our international and diverse private equity fund selection team which is comprised of ca. 15 experienced investment professionals. We commit roughly EUR 2 billion annually to a wide range of European private equity funds, with a focus on small and mid-sized managers with strong ESG credentials or...

  • Private Markets Investment Professional

    vor 2 Wochen

    Zurich, Schweiz Julius Baer Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. Within the last eight years, the Private Markets team has developed an attractive offering including dedicated investment...

  • Principal/vp, Global Secondaries

    vor 7 Monaten

    Zurich, Schweiz PER, Private Equity Recruitment Vollzeit

    Principal/VP, Global Secondaries & Co-investments, Zurich, Switzerland or London, UK **About our client** We are working with a global investment manager whose private equity secondaries team is raising a €1.5bn fund. They are looking for a Principal/VP, who would focus on the full range of secondary transactions as well as co-investments in Europe....

  • Investment Manager Private Equity

    Vor 2 Tagen

    Zurich, Schweiz Wille Finance AG Vollzeit

    **About Wille Finance**: The international family office Wille Finance AG is based in Switzerland with offices in Zurich and Zug. Investments are made in three main asset classes: Real Estate, Listed Assets and Private Equity. Within Private Equity we invest into life-science and digital growth companies as well as in traditional mid cap companies...

  • Senior Investment Advisor

    vor 2 Monaten

    Zurich, Schweiz FINDERS SA Vollzeit

    Senior Investment Advisor - ZurichJob Description: Senior Investment Advisor Location: Zurich, Switzerland Department: Asset ManagementAbout the Role: Our client, a prominent asset management firm in Zurich, is seeking a seasoned Senior Investment Advisor to design and implement bespoke investment strategies for high-net-worth clients. This role requires...

  • Investment Advisor

    vor 46 Minuten

    Zurich, Schweiz Barclays Vollzeit

    Overall purpose of role An Investment Advisor (IA) is the conduit into investments for Wealth Relationship Managers and clients. While accompanying Relationship Managers on client meetings, IAs will be the technical strength assessing the needs and risk appetite for clients and translate this into proposals for overall asset allocation, specific products...