Investment Professional London
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Job Summary
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:
Youwill 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 role will include client communication. Youwill work in a team-oriented environment with client advisors client service specialists integrated team members operations and technology teams to fulfil requests. You wouldbe 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 dailyaccount administration
- Documentation management (Alternatives Suitability Investment Parameters OTC etc.)
- Advisory and brokerage accounts trade execution and daily control over trade settlement
- Liaising 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 and review prospect/banking products pitches
- Maintaining risk management monitoring of the portfolios for investment purposes regulatory purposes and other compliance issues
- Internal account maintenance and coverage management as well as internal financial reports
Required Qualifications Capabilities andSkills:
- University degree preferably in finance law or business related subject (or equivalent)
- Fluent in English
- 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
Required Experience:
Unclear Seniority
Key Skills
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
