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Investment Professional – Client Advisory Support

JPMorganChase · Genève

Nouveau
🇬🇧 English
Excel PowerPoint

Description du poste

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.

Questions fréquentes

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JPMorganChase

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