Summary
This is an exciting opportunity for you to join a dynamic, diverse team within the Latin America (LATAM) market of J.P. Morgan (Suisse) SA’s Private Banking business. 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.
Job Description
As an Investor in the UHNW LatAm team in Geneva, you would lead in communicating market strategy and investment knowledge to clients and investment committees in portfolio reviews and investment forums, while also consulting with clients to determine their portfolio objectives and long term asset allocations. Our investment/product universe is the entire spectrum of Wealth Management open architecture platform including Fixed Income, Equities, Alternatives and global multi-asset mandates.
You would quickly establish credibility internally and externally, partner with Private Bankers, Investors and Prospectors in our EMEA wealth management group and build rapport with clients as investment expert of the firm in order to promote services to endowments & foundations.
Job Responsibilities:
- Support investment reviews with clients to validate the clients' current investment objectives
- Prepare recommendations of appropriate investment products
- Assist with the development of investment policy statements and advice on asset allocation
- Build excellent working relationships with internal clients
- Support coordination of sales effort with Investors
- Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
Skills Required:
- Bachelor’s degree required
- Capital markets or institutional brokerage experience
- Ability to multi-task and manage priorities effectively
- Excellent communication skills
- Strong analytical, quantitative, and problem-solving skills
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
