Job Summary
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:
- Operational support to Bankers and wider integrated team, where appropriate
- Help manage account opening / onboarding process with onboarding officer as subject matter expert for both prospects and existing clients
- Help support Bankers with updating account documentation / authorities & Signature Lists on an ad hoc basis and within the role of managing client Periodic Review process
- Help with business and banker projects and strategies for prospects and clients including subscription and content management
- Help with team projects and admin (weekly flows commentary, pipeline reporting etc.)
- Support to resolve ad hoc client queries and standard reporting
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
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
