Banker Professional

JPMorgan Chase & Co.; Greater London; On-site; GBP 30,000 - 50,000; Full time

Job summary

A global financial services firm is seeking a proactive professional to provide operational support in Private Banking. You'll assist Client Advisors in managing client onboarding and documentation while ensuring high standards of client satisfaction. The ideal candidate holds a degree in finance, law, or business and possesses strong communication and organizational skills. This role emphasizes discretion and teamwork, making it essential for candidates to be detail-oriented and customer-focused.

Qualifications

• University degree, preferably in finance, law or business.
• Fluent in English.
• Discretion in handling confidential matters.
• Excellent interpersonal and communication skills.

Responsibilities

• Provide operational support to Bankers and the integrated team.
• Manage account opening and onboarding processes.
• Assist with updating account documentation and managing client reviews.
• Support business projects and strategies for clients.
• Assist with team projects and standard reporting.
• Resolve ad hoc client queries.

Skills

Client service

Communication

Relationship management

Interpersonal skills

Organizational skills

Education

University degree in finance, law, or business-related subject

Tools

PowerPoint

Excel

Job description

Job Summary

You will 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 clients. This role will include client communication. You will work in a team-oriented environment with client advisors, client service specialists, integrated team members, operations and technology teams to fulfil requests. You would be 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)
• English fluent
• 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