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Wealth Management – Associate, Investment Professional, Latin America

Req #: 170123985
Location: Geneva, GE, CH
Job Category: Investment Banking
Potential Referral Amount: 8500 Swiss Franc (CHF)
Wealth Management – Associate, Investment Professional, Latin America – Based in Geneva
 
J.P. Morgan 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 six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services.
 
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.
 
J.P. Morgan International Bank Limited (JPMIB) is the primary entity which is used to provide private banking services to ultra high net worth (UHNW) and high net worth (HNW) individuals in the EMEA region, excluding Switzerland. It is also the entity which provides banking, trading, and brokerage and custody services to clients of the Global Wealth Management (GWM) in Asia. JPMIB is a UK bank and is regulated by the PRA and FCA; it operates out of its UK head office with branches in Brussels, Frankfurt, Madrid and Milan.
 
The Role
 
The Investment Professional will provide support to team consisting of Investors in all facets of daily business routine, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.
 
The Role will be responsible for: 
  • Advisory and brokerage accounts trade execution and daily control over trade settlement
  • Contact point with Supervisory Management, Risk Management and Investor Support teams
  • Direct contacts with Asset Class Leaders desks on transactional matters
  • Team liaison with Operations and Client Service Specialist teams
  • Manage sales management priorities and track follow up
  • Develop Investment Plans for Investors to present to clients and using JPM wealth modeling tools
  • Support Investors Analysts in preparing, reviewing and approving Investment Performance review presentations for Investors to deliver to clients. Assisting in development of marketing pitches and investment ideas presentations
  • Market, product and client research
  • Maintaining risk management monitoring of the portfolios for investment purposes, regulatory purposes and other compliance issues. Review brokerage trades (compare paper blotter to trade blotter daily). Monitor exceptions and work with Investors to conduct 'what-if' scenario based analysis.
  • Create Mandates/Investment Parameters
  • Monitoring of fee schedules and billing
  • Documentation management (Alternatives, Suitability, Investment Parameters, OTC etc.)
Qualifications
  • Degree educated, preferably in finance or business related subject.
  • Fluent In Spanish and/or Portuguese, proficient level of English, PowerPoint and Excel expertise required
  • Excellent interpersonal skills, both written and oral
  • Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy
  • Ability to multi-task and manage priorities effectively
  • Good judgment and problem solving skills
  • Absolute discretion when dealing with confidential matters
  • Ability to work both independently and as a team player
  • Exceptional follow-up and follow-through skills
  • General comfort level with Internet/Intranet usage and ability to learn proprietary software
About J.P. Morgan’s Corporate & Investment Bank
 
J.P. Morgan’s Corporate & Investment Bank is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.  Further information about J.P. Morgan is available at www.jpmorgan.com.
 
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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