Wealth Management – Associate, Client Service Specialist – based in Geneva

Job description

JPMorgan 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 four business segments including Asset & Wealth Management, Commercial Banking, Consumer and Community Banking, Corporate and Investment Banking.

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.

 
Our Team
 
The Private Bank Middle East Private Wealth Management Team works closely together as a unit and is characterized by its team-based approach to ensure a high level of client service.  Through continuous product development, development of trading and analytical tools, and project management within the business, the bank maintains a focus on delivering strategic, high impact solutions and applications for the Private Banking business.

 
The Private Banking Client Service Officer (CSS) is the primary contact for all service related needs of a Private Banking client such as closing accounts, cash management and transfers.  A CSS works with bankers, investment advisors, various product specialists and operations teams to deliver a seamless and integrated experience to our clients across all Private Banking services. 
 
The Role

·  Closing accounts and ensuring necessary documentation is complete
·  Reviewing and managing clients' daily cash positions
·  Managing daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures (e.g., mutual funds purchases/redemptions, securities free deliveries/receipts, FX, cash wires, account transactions inquiries, etc.)
·  Maintaining client confidentiality at all times and developing intimacy with client
·  Working as a partner with the integrated team (Bankers, Investment Advisors, etc)
·  Researching, following up and resolving client inquiries and problems through effective interaction with clients, bankers, investment advisors, product specialists, operations areas, and other employees in a timely and professional manner
·  Researching potential (or actual) fraud situations, errors, and losses to ensure prompt and accurate resolution
·  Identifying cross-sell opportunities and escalating to bankers and product partners in order to provide advice to the client or to conclude a transaction
·  Verifying and maintaining data quality as it relates to internal and external client hierarchy and account alignment
·  Participating in special projects as assigned by Team Manager
Requirements

·  3-5 years experience in the Financial Services and/or Banking industry
·  Proven client management skills
·  Ability to work effectively as part of a team
·  Strong problem solving skills
·  Effective communication both orally and in writing, internal and external to the Bank
·  Ability to multi-task, manage pressure, prioritize and remain detail-oriented
·  Fluent written and spoken English required, French an asset

 

 

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

If you would like to pursue a career with JPMorgan Chase & Co.’s Latin American Wealth Advisory team in Switzerland, please apply online providing a cover letter and CV in English.

Due to legal restrictions, we will only be able to consider applications from applicants with a valid Swiss work permit, or holding a Swiss or European nationality.