Investment Professional Frankfurt Associate (all genders)

JPMorganChase; Frankfurt; Vor Ort; EUR 60.000 - 80.000; Vollzeit

Zusammenfassung

A leading global financial services firm in Frankfurt is seeking a motivated individual to provide operational support to Client Advisors in the Private Banking sector. This role involves managing account openings, supporting Banker projects, and ensuring exceptional client service. The ideal candidate must possess a degree in a relevant field, fluency in English and German, and strong interpersonal skills. This is a full-time position within a collaborative team environment.

Qualifikationen

• Fluency in both English and German is required.
• Must have a degree preferably in finance, law, or business.
• Strong interpersonal skills are essential.

Aufgaben

• Provide operational support to Bankers and the integrated team.
• Manage account opening and onboarding processes.
• Support Banker with updating account documentation.

Kenntnisse

Fluent in English

Fluent in German

Excellent interpersonal skills

Self-starter

Strong commitment to accuracy

Good judgment

Ausbildung

University degree in finance, law or business

Tools

PowerPoint

Excel

Jobbeschreibung

Description

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first‑class experience to clients. If you have an entrepreneurial mind‑set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

Job Summary

Provide support to a team consisting of Client Advisors in all facets of daily business routine while maintaining awareness of and sensitivity to the confidential nature of the Private Banking role. This includes client communication. Work in a team‑oriented environment with client advisors, client service specialists, integrated team members, operations and technology teams to fulfil requests. Be passionate about client service and use communication and relationship‑management skills to ensure an exceptional level of client satisfaction.

Job Responsibilities

• Operational support to Bankers and wider integrated team where appropriate.
• Help manage account opening/onboarding process with onboarding officer as subject‑matter expert for both prospects and existing clients.
• Help support Bankers with updating account documentation/authorities & Sig List on an ad‑hoc basis and within the role of managing client Periodic Review process.
• Help with business and banker projects and strategies for prospects and clients, including subscription and content management.
• Help with team projects and admin (weekly flows, commentary, pipeline reporting, etc.).
• Support to resolve ad‑hoc client queries and standard reporting.

Required Qualifications, Capabilities and Skills

• University degree preferably in finance, law or business related subject (or equivalent).
• Fluent in English & German.
• Absolute discretion when dealing with confidential matters.
• PowerPoint and Excel expertise required.
• Excellent interpersonal skills (both written and oral).
• Self‑starter, extremely organized and detailed‑oriented with strong commitment to accuracy.
• Good judgment and problem‑solving skills.
• Ability to work both independently and as a team player.

Required Experience

IC

Key Skills

• Eclipse
• Apache
• Drafting
• Audio Visual
• AutoCAD Drafting
• ACCA

Employment Type

Full‑Time