Geneva Investment Specialist: Client-Focused Private Banking

Testing Site - JPMC; Genf; On-site; CHF 110,000 - 190,000; Full time

Job summary

J.P. Morgan Geneva seeks an Investment Professional to support a team of Client Advisors in daily operations and client service. You will work with colleagues across markets and functions to deliver a first-class client experience.

You will handle client communications, assist with account administration, and contribute to investment presentations and pitches while maintaining strong risk and compliance awareness. This role requires teamwork and a client-focused mindset.

Qualifications

• University degree in finance, law or business related subject (or equivalent).
• Fluent in English (written and spoken).
• PowerPoint and Excel expertise required.
• Excellent interpersonal skills, both written and oral.

Responsibilities

• Monitor client accounts and assist with daily account administration.
• Documentation management (Alternatives, Suitability, Investment Parameters, OTC etc.).
• Advisory and brokerage accounts trade execution and daily trade settlement control.
• Liaising with Operations, Client Service Specialist, Supervisory Management, Risk Management and Investor Support teams.
• Prepare and review Investment Performance presentations for Investors; assist in development of marketing pitches and investment ideas.
• Maintain risk management monitoring of portfolios for investment, regulatory and compliance purposes.
• Internal account maintenance and coverage management, as well as internal financial reports.

Skills

Fluent English

Education

University degree in finance, law or business

Tools

PowerPoint

Excel

Job description

J.P. Morgan Geneva seeks an Investment Professional to support a team of Client Advisors in daily operations and client service. You will work with colleagues across markets and functions to deliver a first-class client experience.

You will handle client communications, assist with account administration, and contribute to investment presentations and pitches while maintaining strong risk and compliance awareness. This role requires teamwork and a client-focused mindset.