• Job Description

  Req#: 210444211

  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 Summary

  You 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. This role will include client communication. You will work in a team-oriented environment with client advisors, client service specialists, integrated team members, operations and technology teams to fulfil requests. You would be passionate about client service and will use communication and relationship management skills to ensure an exceptional level of client satisfaction.

  Job Responsibilities:

  • Operational support to Bankers and wider integrated team, where appropriate
  • Help manage account opening / onboarding process with onboarding officer as subject matter expert for both prospects and existing clients
  • Help support Bankers with updating account documentation / authorities & Sig Lists on an ad hoc basis and within the role of managing client Periodic Review process
  • Help with business and banker projects and strategies for prospects and clients including subscription and content management
  • Help with team projects and admin tasks (weekly flows commentary, pipeline reporting etc.)
  • Support to resolve ad hoc client queries and standard reporting

  Required Qualifications, Capabilities and Skills:

  • University degree, preferably in finance, law or business related subject (or equivalent)
  • Absolute discretion when dealing with confidential matters
  • PowerPoint and Excel expertise required
  • Excellent interpersonal skills, both written and oral. Good English and Portuguese language skills
  • Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy
  • Good judgment and problem solving skills
  • Ability to work both independently and as a team player

• About the company

  J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients'​ interests first.

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