Investment Professional

Job Description

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.

• 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
• Set up of discretionary portfolios
• Handling Alternative orders
• 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

• University degree, preferably in finance, law or business related subject (or equivalent)
• Fluent 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
• Good judgment and problem solving skills
• Ability to work both independently and as a team player

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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.

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