Awm - Banker Professional - Analyst - Milan

JPMorgan Chase Bank, N.A.; Milano; In loco; EUR 35.000 - 50.000; Tempo pieno

Descrizione del lavoro

A leading financial services firm is seeking a Banker Support to assist the Private Banking team in delivering high-quality services to clients. This role involves account maintenance, audit requests, and ensuring the smooth execution of daily tasks. Candidates should possess at least 5 years of experience in asset management and be fluent in both Italian and English.

Competenze

• 5+ years working experience in asset management or wealth management.
• Detail-oriented and results-focused.
• Ability to adapt to changing business environments.

Mansioni

• Manage account maintenance and audit requests.
• Produce periodic reports for client accounts.
• Handle daily inquiries accurately and timely.

Conoscenze

Fluency in Italian

Fluency in English

Detail-oriented

Multi-tasking

Team player

Formazione

Minimum High School Degree

Descrizione del lavoro

J.P. Morgan Asset Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

• Our Business

J.P. Morgan Private Bank has been helping the world's wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Private Bank advisors in 110 offices in 25 states and 20 countries, the Private Bank provides ultra high net worth and high net worth clients with a global perspective delivered through a local, dedicated team of specialists focused on fundamental wealth management disciplines, including investment management, wealth structuring, philanthropy, credit and banking.

• Position Description

A Banker Support is the primary support person for service related execution within the Private Bank. The individual will work with the Banker Team, mid-office and operations teams to deliver a seamless and integrated experience to our clients across specific Private Banking products.

You will be part of a central team supporting the Bankers and their client base. Some examples of the daily responsibilities include account maintenance, audit requests, generation of portfolio reviews, documentation inquiries and fee waivers.

This role will be supporting our Banker team in delivering a high quality service to our clients and ensuring the smooth execution of all daily tasks within strict deadlines. The individual will be expected to contribute to the overall success of the group in proportion to his / her experience, and will be evaluated relative to their peer group

• Core Responsibilities will include but not be limited to :
• Maintain client confidentiality at all times
• Upload documents in the internal system in order to open new accounts and update clients' data
• Produce period report for clients ' accounts
• Manage daily inquiries accurately, within established deadlines, and in accordance with existing policies and procedures
• Working within a team to execute daily requests
• Fee related activities (i.e fee waivers)
• Verify and maintain data quality
• Liaise and follow-up with internal teams for documentation and account maintenance issues
• Take ownership of work and ensure data integrity, accuracy and completeness
• Escalate issues for any urgent matters or assistance
• Requirements

Essential skills / experience

• 5 year + working experience in similar roles (asset management, wealth management, auditing)
• Minimum High School Degree
• Fluent in Italian and English
• Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible
• Multi-tasking
• Detail-oriented and results-focused
• Team player with the ability to work well with multiple stakeholders and other team members

JPMorgan offers an exceptional benefits program and a highly competitive compensation package

JPMorgan is an Equal Opportunity Employer

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.