About this role

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.

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.

Additionally, the banker professional will provide dedicated assistance to the Region Head for Switzerland, Emerging Markets, and the Middle East within the Private Bank. This role is focused on ensuring the seamless execution of key business activities, including support on the preparation of presentations, management of meetings and workshops, follow-up on tasks, and coordination across multiple markets. The Banker Professional will work closely with the Regional Head and Business Management.

Job responsibilities

Monitor client accounts and assist with daily account administration
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
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
Draft and customize presentations and leadership decks Responsible for the preparation of agendas, minutes, workshops and other events
Ensure timely follow-up on action items assigned to key stakeholders (Market Managers and Business Managers) across various markets

Required qualifications, capabilities and skills

University degree, preferably in finance, law or business related subject (or equivalent)
Financial work experience, preferably within Private Banking
Fluent in English
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
Strong organizational and time management skills
Excellent communication skills, both written and verbal, organization, and time management
Proficiency in Microsoft Office and AI applications
Proactive ownership of assigned tasks
High attention to detail Motivated and proactive mindset