Banker Professional MENAT

Job Description

We are looking for exceptionally talented individuals who are collaborative, confident, and motivated to deliver a first-class experience to our clients. If you have an entrepreneurial mindset and want to constantly challenge yourself, J.P. Morgan is the right place for you. You will work with a team of talented colleagues from other markets, business areas, and functions, giving you the opportunity to take your career to the next level. You will provide support to a team of client advisors in all aspects of day-to-day business, while being mindful of the confidential nature of private banking clients. This role involves client communications, operations, and technology teams to fulfill requests. You should be passionate about customer service and use communication and relationship management skills to ensure an exceptional level of customer satisfaction. In addition, the Banker Professional will provide dedicated support to the Region Head for Switzerland, Emerging Markets, and the Middle East within the private bank. This role focuses on the seamless execution of key business activities, including assisting with presentation preparation, managing meetings and workshops, tracking tasks, and coordinating across multiple markets. The Banker Professional will work closely with the Regional Head and Business Management.

Tasks

• Monitor customer accounts and assist with daily account management
• Support client advisors with know-your-client documentation and processes, as well as suitability assessments and reporting
• Provide support with opening accounts and facilitate internal preparations to enable subsequent investments
• Document management (alternatives, suitability, investment parameters, OTC, etc.)
• Advisory and brokerage account trading and daily control over trade execution
• Communication with other operations, client service specialists, supervisory management, risk management, and investor support teams
• Supporting business analysts in preparing, reviewing, and approving investment performance presentations for investors to deliver to clients
• Support in developing marketing pitches and investment idea presentations
• Preparation and review of prospectus and bank product pitches
• Risk management monitoring of portfolios for investment purposes, regulatory purposes, and other compliance issues
• Internal account maintenance and coverage management, as well as internal financial reports
• Creation and automation of presentations and executive summaries
• Responsibility for preparing agendas, minutes, workshops, and other events
• Ensuring timely follow-up of activities assigned to key stakeholders (market managers and business managers) in different markets

Requirements

• University degree, preferably in finance, law, or a related field (or equivalent)
• Financial work experience, preferably in private banking
• Fluent in English
• Independent, extremely organized, and detail-oriented with a strong commitment to accuracy