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Wealth Management - Credit Middle Office Analyst - 1 Year Contract

Req #: 170124523
Location: Geneva, GE, CH
Job Category: Relationship Management/Sales
Potential Referral Amount: 6000 Swiss Franc (CHF)

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 265,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Commercial Banking, Consumer and Community Banking, Corporate and Investment Banking.


The Global Wealth Management business offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities.  JPMorgan Private Bank was recognized in 2015 by Euromoney as the world’s best global private bank, with more than 1,800 client advisors in 120 offices in 11 countries.

Our Team


The Geneva Credit Middle Office Team is part of Private Banking Operations and supports both the Capital Advisory team and the Credit Executives.


The Role


The Credit Middle Office Documentation support officer will support the Lending Solutions Team in all credit documentation related activities, thus contributing to providing an exceptional service to our clients.

Main Responsibilities:

  • Produce standard and non-standard credit documentation and support with associated processes
  • Liaise with Lending Advisors, Credit Executives and internal & external legal teams on documentation requirements and validation
  • Prepare required supporting legal and credit documentation in accordance with the standard templates provided by the legal department
  • Documents include, among others, Credit Facility Agreements and pledge agreements, working with standard document templates 
  • Participate and support team leader with key projects, often within tight deadlines
  • Maintain accurate data on documents from clients in Documentation Tracking System
  • Responsible for tracking the status of documents and resolving exceptions
  • Understand, ensure adherence to and compliance with, JPMorgan policies and regulatory requirements 
  • Understand credit control requirements to ensure that any control requirement is addressed and controls effected
  • Highlight documentation exceptions through commentary to senior management
  • Maintain a control mind-set, able to challenge the status quo and identify process efficiencies

Essential skills and qualifications:


  • University graduate (preferably Law or Finance) with some basic experience in dealing with client credit documents
  • Fluent in English (additional language skills e.g. Spanish & French a plus)
  • Experience within a financial institution
  • Previous experience in a credit documentation team an advantage 
  • Excellent interpersonal skills with an ability to communicate at all levels
  • Strong organizational skills and strong attention to detail
  • Ability to work independently, self-motivated with ability to prioritize work and meet tight deadlines
  • Familiarity with credit and lending products (some legal  knowledge  is a plus)
  • General market knowledge
  • Ability to suggest improvements and engineer process changes 
  • Strong Word, Excel and Access skills an advantage
  • Control and Risk mitigation mind-set


JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.

If you would like to pursue a career with JPMorgan Chase & Co.'s Credit Risk Operations Team in Switzerland, please apply online providing a cover letter and CV in English.


Due to legal restrictions, we will only be able to consider applications from applicants with a valid Swiss work permit, or holding a Swiss or European nationality.



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