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:
- 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
- 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 and Skills:
- University degree, preferably in finance, law or business related subject (or equivalent)
- Fluent in English and French
- 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
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.
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