Investment Professional – Client Advisory Support

About the role

J.P. Morgan is seeking an Investment Professional to support Private Banking client advisors in Geneva. You will work in a collaborative, client‑focused environment, handling daily account administration, trade execution and documentation while ensuring confidentiality and high service standards.

Key responsibilities

• Monitor client accounts and perform daily account administration.
• Manage documentation such as alternatives, suitability, investment parameters, and OTC records.
• Execute advisory and brokerage trades and oversee trade settlement.
• Liaise with Operations, Client Service Specialists, Risk Management, and Investor Support teams.
• Set up discretionary portfolios and process alternative orders.
• Maintain risk monitoring for regulatory and compliance purposes.
• Handle internal account maintenance, coverage management, and financial reporting.

Required profile

• University degree, preferably in finance, law or business.
• Fluent English with strong written and oral communication skills.
• Excellent interpersonal abilities and a client‑service mindset.
• Self‑starter, highly organized, detail‑oriented and committed to accuracy.
• Good judgment, problem‑solving skills and ability to work both independently and as part of a team.

Required skills

• Advanced proficiency in Microsoft Excel.
• Advanced proficiency in Microsoft PowerPoint.

What we offer

• Opportunity to work alongside talented colleagues across markets and functions.
• Exposure to a global financial services leader.
• Career development in a dynamic, client‑focused environment.