Investment Support Professional, Edinburgh

JP Morgan

Location: Midlothian

Job Type: Full time


This is an exciting opportunity for you to join a new, dynamic, diverse team within the UK market of J.P Morgan’s EMEA Private Banking business, based in Edinburgh. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our integrated and diverse platform we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and complexities they face in the ever evolving financial services space.

The Role

The Professional 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. The role will also include activities to facilitate the transfer of client accounts to external institutions, closing accounts and transferring ownership within JPMorgan Chase. This role will include client communication. The Professional will work in a team-oriented environment with client advisors, client service specialists, integrated team members, operations and technology teams to fulfil requests. The ideal candidate will be passionate about client service and will use communication and relationship management skills to ensure an exceptional level of client satisfaction.

The Role will be responsible for:

  • Coordinate and oversight of the transition accounts process
  • Monitor client accounts for transfer of assets and reconcile accordingly
  • Communicate effectively and consistently throughout transfer progression with clients and JPMC staff
  • Provide basic client information management
  • Prepare and review prospect/banking products pitches
  • Periodic updating of client profiles
  • Daily account administration: unblocking of accounts
  • 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
  • Support Business 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
  • Maintaining risk management monitoring of the portfolios for investment purposes, regulatory purposes and other compliance issues.
  • Onboarding and Cross Border reviews
  • Supporting client feedback and error reviews
  • Internal Account maintenance and coverage management
  • Internal Financial reports
  • Create Mandates/Investment Parameters
  • Monitoring of fee schedules and billing
  • Documentation management (Alternatives, Suitability, Investment Parameters, OTC etc.)


  • Degree educated, preferably in finance or business related subject (or equivalent)
  • Fluent in 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
You’ve got this!