Investment Professional - Geneva

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 are always looking to challenge yourself, J.P. Morgan is the right place for you. You will work with a team of talented colleagues from other markets, business units, and functions, giving you the opportunity to take your career to the next level.

Tasks

You will support a team of client advisors in all aspects of day-to-day business, while remaining mindful of the confidential nature of private banking clients. This role involves client communication. You will work in a team-oriented environment alongside client advisors, client service specialists, integrated team members, and operations and technology teams to fulfill client requests. You should be passionate about client service and use your communication and relationship management skills to ensure an exceptional level of client satisfaction.

Responsibilities

• Monitor customer accounts and assist with daily account management
• Document Management (Alternatives, Suitability, Investment Parameters, OTC, etc.)
• Advising on and brokering trading transactions, as well as overseeing the daily processing of such transactions
• Communication with operations, customer service, compliance, risk management, and investor relations teams
• Building discretionary portfolios
• Processing of Alternative Orders
• Risk management monitoring of portfolios for investment purposes, regulatory purposes, and other compliance matters
• Internal account management and coverage management, as well as internal financial reports

Requirements

• University degree, preferably in finance, law, or a related field (or equivalent)
• Fluent in English
• Proficiency in PowerPoint and Excel is required
• Excellent interpersonal skills, both written and verbal
• Independent, extremely organized, and detail-oriented with a strong commitment to accuracy
• Good judgment and problem-solving skills
• Ability to work both independently and as part of a team

We offer

A first-class approach to serving our customers drives everything we do. We strive to build trusted, long-term partnerships to help our customers achieve their business goals. We recognize that our employees are our greatest strength and that 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 within our company.