For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients.
Job Summary:
You will be part of a two-year Private Bank analyst programme whereby you will be supporting the team of Private Bankers and Investors covering UK ultra-high net worth clients. At the end of the two-year programme, top performing Analysts will have the opportunity to make Associate by participating in an assessment centre. Promotional opportunities within J.P. Morgan are based on our business needs and your performance.
You would support the banker and investor team in a variety of relationship management functions, primarily assisting with acquiring new ultra-high net worth clients, servicing existing ones, explaining strategy and our product offering and managing these important relationships. You will work as part of a team of expert client advisors (bankers, global investment specialists, wealth advisors and lending advisors).
Job Responsibilities:
- Monitor client accounts and assist with daily account administration
- Operational support to Bankers, Investors and wider integrated team, where appropriate. Help with team projects and administration
- Advisory and brokerage accounts trade execution and daily control over trade settlement
- Liaising with Operations, Client Service Specialist, Supervisory Management, Risk Management and Banker / Investor Support teams
- Support Business Analysts in preparing, reviewing and approving presentations for Investors and Bankers to deliver to clients. Assisting in development of marketing pitches and presentations. Prepare and review prospect/banking products pitches
- Maintaining risk management monitoring of the portfolios for investment purposes, regulatory purposes and other compliance issues
- Internal account maintenance and coverage management, as well as internal financial reports
Required Qualifications, Capabilities and Skills:
- Strong communication skills - both verbal and written
- Excellent attention to detail, time management and organization skills
- Good ability to multi-task
- Strong interpersonal skills and team-player
- Strong and visible interest in the financial markets
- Proficiency in Word, Excel, and PowerPoint
