Asset Management Swiss Funds Client Advisor jobs at Jpmorgan in Switzerland, Geneva
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Develop deep relationships across your client base with particular emphasis on investment decision makers, portfolio managers, research analysts, etc. Prepare and deliver product presentations to prospective and existing clients at...
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Drive business results and acquire...
Develop a strong understanding of the business process and procedures and develop test plans that align with business procedures and system workflow. Execute testing scripts within the prescribed timeline. Develop...
Responsible for prospecting and acquiring new clients and new assets from new and existing clients. Maintain and further develop an existing book of business consisting of Ultra High Net Worth...
Responsible for prospecting and acquiring new clients and new assets from new and existing clients. Maintain and further develop an existing book of business consisting of Ultra High Net Worth...
Data entry and process initiation, mainly payment transfer inputs. Manage daily inquiries accurately, within established deadlines, and in accordance with existing policies and procedures. Working within a team to execute...
Ensure necessary documentation is complete. Review and managing clients' daily cash positions. Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures...
Develop deep relationships across your client base with particular emphasis on investment decision makers, portfolio managers, research analysts, etc. Prepare and deliver product presentations to prospective and existing clients at...
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