Client Service Specialist jobs at Jpmorgan in Switzerland, Geneva
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Company (1)
Job type
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Job title (1)
Switzerland
Geneva
14 jobs found
22.11.2024
JPM
JPMorgan International Private Bank Investment Specialist Vice Presid... Switzerland, Geneva, Geneva
Plays a leading role in the investment dialogue with clients. Advise clients on holistic asset allocation and portfolio construction and tactical asset allocation shifts. Executes investment solutions in client accounts...
Process new account opening requests in a timely and efficient manner, with the highest standards of quality and care. Ensure the business is compliant with all Bank policies and global...
Audits and performs Quality Review of : Credit documentation, Collateral and Covenant Set up as well as Line facilitation set up and maintenance. Contributes to continuous improvement and development of...
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...
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...
Process new account opening requests in a timely and efficient manner, with the highest standards of quality and care. Ensure the business is compliant with all Bank policies and global...
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...
Plays a leading role in the investment dialogue with clients. Advise clients on holistic asset allocation and portfolio construction and tactical asset allocation shifts. Executes investment solutions in client accounts...
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