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Wealth Management – Latin American Private Bank - 8 Months Fixed-Term Contract (Maternity Cover) – Based in Geneva

Req #: 180012774
Location: Geneva, GE, CH
Job Category: Asset Management
Potential Referral Amount: US Dollar (USD)
About JP Morgan Asset Management

J.P. Morgan Asset Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Our Business:

J.P. Morgan Private Bank has been helping the world’s wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.4 trillion and assets under management of $1.7 trillion. With Private Bank advisors in 108 offices in 25 states and 20 countries, the Private Bank provides ultra high net worth and high net worth clients with a global perspective delivered through a local, dedicated team of specialists focused on fundamental wealth management disciplines, including investment management, wealth structuring, philanthropy, credit and banking.

Position Description:

The Private Bank Client Service Specialist (CSS) Team are the primary contact for all service related needs of a Private Banking client.  A CSS works with bankers, investors, various product specialists, mid-office and operations teams to deliver a seamless and integrated experience to our clients across all Private Banking services and products.
The team coordinator will perform diverse administrative functions requiring confidentiality, initiative and sound judgment. The successful candidate will possess good attention to detail, structure, quality focus, high energy and flexibility to a high-paced deadline driven organization. This individual will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output.
As Team Coordinator, your duties and tasks mostly reflect variety and complexity, requiring judgment and experience to successfully accomplish tasks with limited direct supervision.  You will apply well-honed skills and adapt procedures, processes and techniques to the completion of assignments.
Core Responsibilities will include but not be limited to:
  • Providing administrative support to the Client Service Team and Regional Service Manager.
  • Diary management and arranging meetings.
  • Manage daily inquiries accurately, within established deadlines, and in accordance with existing policies and procedures
  • Assist the team in production of monitoring reports for daily transactions
  • Monitoring and assisting phone calls within the team and making sure there is coverage at all times.
  • Managing staff on-boarding & off-boarding logistics.
  • Providing general support including photocopying, booking meeting rooms, stationery re-ordering, typing, filing, mail, etc.
  • Assisting in ad hoc project administration support when required.
  • Managing and distributing unassigned mail within the team, including returned client mail.
  • Preparation and management of Client Service Awards programme
  • Coordination of team reporting, including remediation efforts or initiatives.
  • Archive record keeping and administration
  • Making team travel arrangements, coordinating logistics for business trips and preparing itineraries.
  • Invoicing and processing of expense claims and related record-keeping. Ensuring that expense statements are within the 30 days requirements.


Essential skills/experience
  • Fluency in English, French & Spanish is a prerequisite. Portuguese would be an asset.
  • Administrative assistant experience with a top-tier asset manager or bank preferred.
  • Strong PC skills (proficient knowledge of MS Word, Excel, and PowerPoint)
  • Ability to adapt procedures, processes and techniques to the completion of assignments. Attention to details.
  • Tact and good judgment in confidential situations and proven experience interacting with senior management.
  • Strong time management and ability to identify/prioritize managers calendars.
  • Superior oral and written communication skills suitable to the professional environment - able to generate high quality emails and messages to individuals at all levels of the organization.
  • Able to work with minimal supervision – works well individually and in teams; shares information, and supports colleagues.
  • Ability to network in the organization and find the answer.
  • Demonstrate sound judgment and discretion in handling confidential and sensitive topics.
  • Flexible, willing and open to change
  • Exceptional follow-up and follow-through skills.

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 Latin American Department 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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