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

As an Investment Professional in Geneva, 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 also involves communicating with clients. 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 will have a passion for client service and will use your communication and relationship management skills to ensure an exceptional level of client satisfaction.

areas of responsibility

• Monitoring customer accounts and providing support for day-to-day account management
• Document Management (Alternatives, Suitability, Investment Parameters, OTC, etc.)
• Advisory and brokerage account trading and daily control over trade execution
• Communication with Operations, Customer Service Specialists, Supervisory Management, Risk Management, and Support Teams
• Assisting business analysts in preparing, reviewing, and approving investment performance presentations for investors, in order to deliver them to clients
• Development of marketing pitches and investment pitch presentations
• Preparation and review of brochures and pitches for banking products
• 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 English
• Proficiency in PowerPoint and Excel is required
• Excellent interpersonal skills, both written and verbal
• Self-motivated, highly 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

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. We do not discriminate on the basis of protected characteristics, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy, or disability, as defined by applicable law. We also provide reasonable accommodations for the religious practices and beliefs of applicants and employees.