Single Coverage Banker Professional - MENAT
Veröffentlicht:
25 April 2025Pensum:
100%Vertragsart:
Festanstellung- Arbeitsort:Morgan
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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.
The Role
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:
- Support developing marketing pitches and investment ideas presentations and assist in preparing, reviewing and approving investment performance review presentations
- Support 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:
- University degree, preferably in finance, law or business related subject (or equivalent)
- Absolute discretion when dealing with confidential matters
- 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