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Wealth Management – Associate / Vice-President, Portfolio Manager - Geneva

Req #: 180025728
Location: Geneva, GE, CH
Job Category: Product Management
Potential Referral Amount: 8500 Swiss Franc (CHF)

Wealth Management – Associate / Vice-President, Portfolio Manager - Geneva


JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 200,000 employees and operations in over 60 countries.  It operates across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services.


The Wealth Management division of JPMorgan Chase & Co. is part of the Asset & Wealth Management business segment.  It has offered for over 160 years customized solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world.  With assets under management of $1.25 trillion, it is one of the largest asset and wealth managers in the world.


If you're interested in working in an environment where leadership, excellence, integrity and diversity are among our core principles, then explore the opportunities at JPMorgan Chase. Further information about careers at JPMorgan Chase can be found on our website:


The Portfolio Management Group (PMG) is the implementation engine for the Private Bank's discretionary investment business, and is responsible for ensuring that portfolios are managed in accordance with client investment parameters.


The role is for an associate who will have the following responsibilities:

  • Implementation of the Bank’s various CIO teams’ views to ensure the bank's best investment thinking is reflected consistently in our clients’ accounts

  • Maintain knowledge of the investment solutions utilized throughout the Private Bank, including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts

  • Maintain knowledge of each account's unique requirements/sensitivities and effectively translate into portfolio management decisions

  • Monitor accounts for model drift and strategy deviation across asset classes and rebalance portfolios when required

  • Monitor investment vehicle selection and resulting exposures

  • Monitoring cash and security activity in client accounts

  • Communicate PMG trading activity and initiatives to internal clients and partners

  • Market PMG effectively to all internal clients to continue to grow the team's footprint in Europe

  • Work directly with Strategy and Solutions teams to construct and implement investment ideas within the discretionary business

  • Maintain effective controls within the governance structure, to mitigate risks and ensure consistency

  • Embrace new technology to develop scalability of the business


  • Minimum Bachelor's degree

  • Wealth and Money Management experience

  • Ability to demonstrate a passion for and understanding of investment solutions

  • Detail orientated and process focused

  • Ability to operate in a fast-moving and demanding environment

  • Work effectively as part of a global team

  • Aptitude to identify and minimize investment/business risk

  • Strong communications skills

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.6 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.


J.P. Morgan Asset & Wealth Management advises institutions, endowments, foundations and families through Asset Management and Wealth Management. Our Wealth Management business includes J.P. Morgan Private Bank, J.P. Morgan Securities and Chase Wealth Management.


J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.


Our team of specialists works seamlessly to help our clients achieve their financial goals and aspirations. We’re proud to be named ‘2017 Best Private Bank for Ultra-High-Net-Worth Clients’ by Euromoney: Egypt, France, Greece, Italy, Lebanon, Qatar, Spain, United Arab Emirates and UK.


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

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