工作类型: Vollzeit, Festanstellung
工作内容
The Role
You will provide operational and administrative support to team consisting of Analysts and Client Advisors in all facets of daily business routine, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. This will include a limited degree of client communication. You will work in a team-oriented environment with client advisors, client service specialists, 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:
- Support developing marketing pitches and investment ideas presentations and assist in preparing, reviewing and approving investment performance review presentations
- Support Analysts and Client Advisors in Know-Your-Client documentation and processes and Suitability assessments and reporting
- Assist in account opening process and internal preparation to facilitate subsequent investments
- Monitor client accounts and provide basic client information management
- Daily account administration
- Contact point with Account Opening teams, Supervisory Management, Risk Management and Investor Support teams
- Team liaison with Operations and Client Service Specialist teams
Required Qualifications, Capabilities and Skills:
- Bank apprenticeship preferred
- Initial prior work experience in an investment banking, private banking or asset management firm in sales support role or middle or back office function preferred
- Fluent in German and 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
- Ability to multi-task and manage priorities effectively
- Good judgment and problem solving skills
- Absolute discretion when dealing with confidential matters
- Ability to work both independently and as a team player
- Exceptional follow-up and follow-through skills
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.
最后期限: 21-11-2024
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