Geneve, GE, Switzerland
14 hours ago
International Private Bank, Investor, Mexico, Associate

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 
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