Investment Professional, Edinburgh

4 weeks ago

Edinburgh, United Kingdom JPMorgan Chase Bank, N.A. Full time

This is an exciting opportunity for you to join a new, dynamic, diverse team within the UK market of J.P Morgan's EMEA Private Banking business, based in Edinburgh. 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.

Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our integrated and diverse platform we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and complexities they face in the ever evolving financial services space.

**The Role**

**The Role will be responsible for**:

- Coordinate and oversight of the transition accounts process
- Monitor client accounts for transfer of assets and reconcile accordingly
- Communicate effectively and consistently throughout transfer progression with clients and JPMC staff
- Provide basic client information management
- Prepare and review prospect/banking products pitches
- Periodic updating of client profiles
- Daily account administration: unblocking of accounts
- Advisory and brokerage accounts trade execution and daily control over trade settlement
- Contact point with Supervisory Management, Risk Management and Investor Support teams
- Direct contacts with Asset Class Leaders desks on transactional matters
- Team liaison with Operations and Client Service Specialist teams
- Support Business Analysts in preparing, reviewing and approving Investment Performance review presentations for Investors to deliver to clients. Assisting in development of marketing pitches and investment ideas presentations
- Maintaining risk management monitoring of the portfolios for investment purposes, regulatory purposes and other compliance issues.
- Onboarding and Cross Border reviews
- Supporting client feedback and error reviews
- Internal Account maintenance and coverage management
- Internal Financial reports
- Create Mandates/Investment Parameters
- Monitoring of fee schedules and billing
- Documentation management (Alternatives, Suitability, Investment Parameters, OTC etc.)

**Qualifications**
- Fluent in English
- PowerPoint and Excel expertise required
- Excellent interpersonal skills, both written and oral
- Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy
- Ability to multi-task and manage priorities effectively
- Good judgment and problem solving skills
- Absolute discretion when dealing with confidential matters
- Ability to work both independently and as a team player
- Exceptional follow-up and follow-through skills
- General comfort level with Internet/Intranet usage and ability to learn proprietary software

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

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