Advisor Support Professional - Geneve, Schweiz - JPMorgan Chase Bank, N.A.

JPMorgan Chase Bank, N.A.

Geprüftes Unternehmen

Geneve, Schweiz

vor 1 Woche

Geschrieben von:

Lena Schneider

beBee Recruiter

Beschreibung

The Role

The Advisor Professional is laser focused on helping the team's Client Advisors bring the best possible service to our clients.

This role is extremely diverse with responsibilities across investment management, multi-asset trading, lending, client onboarding and many other ad hoc requests while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.

The best Advisor Professionals are self-starters with an unwavering work ethic, who want to go above and beyond. They are skilled problem solvers who delight at getting the administrative aspects of complex transactions over the line.

Key Responsibilities

Supporting the team's Client Advisors across investments, account opening, credit and wealth advisory matters. This role is extremely broad and would involve working with teams and processes across J.P. Morgan's entire Wealth Management platform.
Brokerage trade execution across asset class.
Provide basic client information management
Prepare and review prospect/banking products pitches
Validate source of wealth of clients
Periodic updating of client backgrounds
Client invitation/nominations for events
Account opening approval coordination
Daily account administration: unblocking of accounts, setting up credit lines
Advisory and brokerage accounts trade execution and daily control over trade settlement
Contact point with Supervisory Management, Risk Management and Investor Support teams
Direct contacts with Asset Class Leaders desks on transactional matters
Team liaison with Operations and Client Service Specialist teams
Support Business 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
Maintaining risk management monitoring of the portfolios for investment purposes, regulatory purposes and other compliance issues.
Supporting client feedback and error reviews
Internal Account maintenance and coverage management
Internal Financial reports
Create Mandates/Investment Parameters
Monitoring of fee schedules and billing
Documentation management (Alternatives, Suitability, Investment Parameters, OTC etc.)
Documentation management across investments, credit and onboarding/account opening.
Anything else that will bring the best service to our clients and support the team in achieving their business goals.

Your Background and Skillset

A selfstarter that is well organised, able to multitask and takes pride in what you do.
Achievement oriented, focused on managing priorities and good at solving problems.
PowerPoint and Excel expertise required
Excellent interpersonal skills, both written and oral
Absolute discretion when dealing with confidential matters
Exceptional followup and followthrough skills
General comfort level with Internet/Intranet usage and ability to learn proprietary software
Ability to see things through to the end.
Some prior trading experience would be beneficial.
Great team player that is excited to join a young and growing team.
Impeccable sense of ethics and values, with an ability to adapt quickly.
Prior experience working in Financial Services. Time spent in Private Banking/Wealth Management is especially beneficial.
Fluent in English and French is essential.

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.

In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.