Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our integrated and diverse platform, we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and complexities they face in the ever-evolving financial services space.
- Advisory and brokerage accounts trade execution and daily control over trade settlement
- Contact point with Supervisory Management, Risk Management and Investor Support teams
- Direct contacts with Asset Class Leaders desks on transactional matters
- Team liaison with Operations and Client Service Specialist teams
- Manage sales management priorities and track follow up
- Develop Investment Plans for Investors to present to clients and using JPM wealth modelling tools
- Support Investors 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
- Market, product and client research
- Maintaining risk management monitoring of the portfolios for investment purposes, regulatory purposes and other compliance issues. Review brokerage trades (compare paper blotter to trade
- blotter daily).
- Monitor exceptions and work with Investors to conduct ‘what-if’ scenario-based analysis.
- Create Mandates/Investment Parameters
- Monitoring of fee schedules and billing
- Documentation management (Alternatives, Suitability, Investment Parameters, OTC etc.)
Experience
Possessing a collaborative spirit and the ability to work effectively in a team, as well as valuing the innovation and creativity that diversity of thought brings, is essential.
- Degree educated, preferably in finance or business-related subject (or equivalent),
- Fluency in English and French is essential,
- 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
About us
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.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Source ⇲
