Investment Professional - London

Testing Site - JPMC; Greater London; Presencial; GBP 55 000 - 85 000; Tempo integral

Resumo da oferta

Testing Site - JPMC is seeking a driven professional to support a team of Client Advisors within Private Banking. You will engage in client communication and collaborate with colleagues across markets, businesses, and functions to deliver superior client service.

You will monitor accounts, manage documentation, and assist with investment and trade activities while ensuring confidentiality and regulatory compliance. Strong communication and relationship management are essential for success.

Qualificações

• University degree (finance, law or business) or equivalent.
• Fluent in English.
• PowerPoint and Excel expertise required.
• Excellent interpersonal skills, both written and oral.
• Self-starter, extremely organized and detail-oriented with strong commitment to accuracy.
• Good judgment and problem solving skills.
• Ability to work both independently and as a team player.

Responsabilidades

• 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 control over trade settlement.
• Liaising with Operations, Client Service Specialist, Supervisory Management, Risk Management and Investor Support teams.
• Assist in preparing investment performance reviews and marketing pitches.
• Maintain risk management monitoring of portfolios for investment, regulatory, and compliance purposes.
• Internal account maintenance and coverage management, as well as internal financial reports.

Conhecimentos

Fluent English

Interpersonal skills

Self-starter / organized

Judgment & problem solving

Team player / independent

Formação académica

University degree (finance, law, or business)

Ferramentas

PowerPoint

Excel

Descrição da oferta de emprego

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 clients.This 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:

• Monitor client accounts and assist with dailyaccount administration
• Documentation management (Alternatives, Suitability, Investment Parameters, OTC etc.)
• Advisory and brokerage accounts trade execution and daily control over trade settlement
• Liaising with Operations, Client Service Specialist, Supervisory Management, Risk Management and Investor Support teams
• Support Business Analysts 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.Prepare and review prospect/banking products pitches
• Maintaining risk management monitoring of the portfolios for investment purposes, regulatory purposes and other compliance issues
• Internal account maintenance and coverage management, as well as internal financial reports

Required Qualifications, Capabilities andSkills:

• University degree, preferably in finance, law or business related subject (or equivalent)
• Fluent in English
• 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