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AWM Banker Professional UK Market

JPMorganChase

Greater London

On-site

GBP 125,000 - 150,000

Full time

Yesterday
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Job summary

A leading financial institution is seeking exceptionally talented individuals for a Full-Time role providing operational support in their Private Banking division. You will facilitate account management processes, assist with client communication, and collaborate with Client Advisors and integrated teams to achieve client satisfaction. Ideal candidates will hold a relevant university degree and possess strong interpersonal and organizational skills.

Qualifications

  • Absolute discretion when dealing with confidential matters.
  • Excellent interpersonal skills both written and oral.
  • Self-starter, extremely organized and detailed-oriented.

Responsibilities

  • Provide operational support to Bankers and integrated teams.
  • Manage the account opening and onboarding process.
  • Support Bankers with updating account documentation on an ad hoc basis.

Education

University degree in finance, law or business-related subject

Tools

PowerPoint
Excel
Job description
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

Youwill provide support to team consisting of Client Advisors in all facets of daily business routine while maintaining awareness of and sensitivity to confidential nature of Private Banking role will include client communication. Youwill work in a team-oriented environment with client advisors client service specialists integrated team members operations and technology teams to fulfil requests. You wouldbe passionate about client service and will 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 Lists 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)
  • 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

Unclear Seniority

Key Skills
  • Sales Experience
  • Presentation Skills
  • Financial Services
  • Customer Service
  • Financial Acumen
  • Fraud
  • Math
  • Military Experience
  • Banking
  • Upselling
  • Cash Handling
  • RMF
Employment Type

Full-Time

Experience

years

Vacancy

1

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