דרושים Financial Analysis - Associate ב-גיי פי מורגן ב-Switzerland, Geneva

As a Vice President of Payroll Operations within our HR Global Operations team, you will play a crucial role in ensuring the accurate and timely delivery of payroll for Switzerland. You will have the opportunity to collaborate with key stakeholders and external vendors to streamline payroll processes, and lead improvements to the current model. This role offers the chance to enhance the overall control environment, and proactively mitigate risk through effective governance. You will also be responsible for building positive relationships and partnering with external vendors, business, and functional colleagues to ensure consistency, best practices, and effective communication with stakeholders.

Job Responsibilities

• Ensure accurate and timely end-to-end processing and delivery of monthly payroll.
• Ensure monthly tax payments and compliance requirements are met for Switzerland Payroll.
• Respond to and resolve employee payroll queries with a strong customer service ethos.
• Collaborate with internal partners (Finance and HR) to ensure seamless payroll processing.
• Partner with external payroll vendors for timely and accurate service delivery.
• Evaluate payroll processes for continuous improvement and identify risks with proposal for solutioning
• Comply with data privacy regulations and maintain confidentiality at all times.
• Work across the EMEA region in partnership with other team members identifying opportunities to standardize procedures and processes.

Required Qualifications, Capabilities, and Skills

• Experience leading a team both locally and through a disbursed model.
• Demonstrate ability to drive efficiency through use of Intelligent Automation.
• Strong knowledge of end-to-end Payroll processes, Tax and Employment Laws as well as knowledge of Payroll Accounting practices.
• Experience of managing complex cross border, shadow payroll and expatriate work arrangements.
• Strong organization skills and ability to prioritize deliverables for oneself and team.
• Be a self-motivated and result-oriented individual with an ability and experience to manage, motivate and a lead team of skilled staff consistently, while taking equitable and fair decisions in leadership.
• High attention to detail and the ability to work under pressure within tight deadlines.
• Ability to make sound business decisions and understand when to escalate issues
• Ability to develop strong partnerships with colleagues across the firm and external partners.
• Agile and able to facilitate changes in procedures, processes and systems.
• Fluent in English and French (verbal and oral) with a strong customer focus and strong communication skills with the ability to articulate complex payroll processes or decisions to a variety of audiences.

Preferred Qualifications, Capabilities, and Skills

• Experience with ADP Global View and ADP Decidium
• Advanced Excel skills with ability to analyze/ reconcile multiple data points and be able to articulate and present findings.
• Vendor management experience.
• Previous experience in a large global multi-national
• Experience with other EMEA payrolls, in internal or external payroll organizations.

Job Responsibilities:

• Collaborate with Sales, Client, Relationship Managers, and Underwriters to facilitate loan documentation and closing.
• Engage with clients to gather necessary items for closing, managing expectations throughout the process.
• Prepare and dispatch documentation packages, ensuring compliance with credit and asset conditions.
• Assist in researching Sales and PPT tax items, applying critical thinking skills.
• Contribute to projects aimed at improving processes and procedures.

Required Qualifications, Capabilities, and Skills:

• Advanced strategic planning capabilities, demonstrated by effective resource allocation decisions.
• Strong critical thinking skills for evaluating various aspects of loan transactions, ensuring informed decision-making.
• Proficiency in time management and organization, with the ability to efficiently manage multiple tasks and projects.

Preferred Qualifications, Capabilities, and Skills:

• Experience in a financial services environment, leveraging AI/ML to enhance lending processes and improve decision-making capabilities.
• Strong emotional intelligence and listening skills, fostering a collaborative and productive work environment.
• Proven ability to manage change initiatives, adapting lending services to evolving market conditions and technologies.
• Expertise in driving continuous improvement and process automation to optimize lending workflows and efficiency.
• Ability to use market product knowledge to align lending services with industry trends and client needs.
• Skilled in developing and delivering presentations to effectively communicate insights and updates to stakeholders.

As an Event Management Associate based in Geneva, you will be instrumental in developing and executing client event activities from concept through execution. Reporting directly to the Senior Event Planner in Market and the Head of EMEA Private Bank Events in London, you will support the event strategy for the markets, bringing creative ideas, suggested venues, and proposed content to the market with thought to strategic execution. Your role demands interaction with colleagues on the global events team, bankers, product partners, and senior management to ensure a consistent and distinctive experience for clients that underscores our business strategies. You will help markets increase client business, deepen existing relationships, create efficiencies for internal partners, and maintain the J.P. Morgan brand standard at all events.

Job Responsibilities:

• Develop and implement event strategies that align with business objectives and goals.
• Manage high-touch events consistent with J.P. Morgan Private Bank brand standards.
• Demonstrate strong data and budget management, task prioritization, and operational efficiencies.
• Leverage knowledge of key European cities, venues/vendors, and cultural nuances.
• Partner with other lines of business to leverage cross-sell event opportunities.
• Influence stakeholders to keep projects on track and aligned with regional strategy.
• Negotiate with event venues and vendors to maximize budget allocations.
• Exhibit business acumen to think strategically and problem-solve with creative solutions.
• Multi-task and work under tight deadlines with prompt and clear responses.
• Participate in frequent events team and business meetings, providing updates as needed.
• Deliver strong presentations to various audiences.

Required Qualifications, Capabilities, and Skills:

• Minimum of 2 years of experience in event management-related activities.
• Exemplary oral/written communication and interpersonal skills.
• Fluency in English.
• Solid project management experience.
• Extremely detail-oriented.
• Availability to work late hours and travel regularly.
• Proficiency in Microsoft Excel, Word, PowerPoint, and SharePoint sites.
• Willingness to learn, adapt, and maintain a positive and professional attitude.
• Skilled at handling difficult personalities and liaising with senior management regularly.

Preferred Qualifications, Capabilities, and Skills:

• European language skills are a plus.
• Prior experience in financial services is beneficial.

As a Client Specialist within J.P. Morgan Wealth Management, you will focus on addressing the wealth needs of High Net Worth and Ultra High Net Worth team members and institutions. You will market and sell JPMorgan Chase wealth management services, source new business, and collaborate with a team of professionals to provide high level advice and counsel. You will also keep abreast of trends and strategies in wealth management and engage with other advisors on client engagement efforts. Your new business generation will come from three primary sources:

• Bank-referred opportunities
• Your own business development efforts
• Existing wealth clients

When working with bankers you will serve as the lead wealth partner. You will help identify the banker’s best wealth management prospects, uncover the prospect’s financial needs and objectives, and recommend appropriate wealth management solutions.

• the banker that manages the overall bank relationship with the client

• the Client Specialist, who initially helps determine the appropriate wealth solutions for the client and may serve as an ongoing resource to clients

• a Wealth Manager that acts as the day-to-day manager of the client’s investment assets

• a Financial Planner for certain clients

• an Insurance Specialist for certain clients

• a Trust Officer in instances where we deliver trust services to the client

Job Responsibilities

• Collaborate with bankers to identify and prioritize prospects for private wealth management services.
• Establish credibility and build confidence as a trusted Client Specialist with bankers, prospects, and clients.
• Deliver initial wealth management counsel to prospects based on their specific situation.
• Recommend customized wealth solutions and the right team of advisors to manage the client’s portfolio and serve their wealth needs.
• Effectively advance opportunities presented to you through a focused sales process.
• Generate new assets under management through the bank’s existing lending relationships and through self-sourcing new relationships.
• Keep abreast of trends and strategies in wealth management.
• Engage with JP Morgan Wealth Management (primarily Case Wealth Management) advisors on client engagement efforts.
• Partner with Chase Wealth Management advisors to understand their existing clients who have significant external assets, strategize on addressing clients’ complex needs, and help uncover and consolidate clients’ external assets.

Required qualifications, capabilities, and skills

• College graduate with 7+ years of industry experience and holds the series 7 and 63 licenses.
• Proven ability to effectively market and sell wealth management products and services to HNW and UHNW individuals and institutions.
• A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments, tax considerations, and other related areas.
• A self-confident, proactive professional with the maturity necessary to work autonomously and with people of all levels in the organization.
• Excellent communication and presentation skills, both written and verbal.
• A professional of unquestionable integrity, credibility and character who demonstrates high moral and ethical behavior.

Preferred qualifications, capabilities, and skills

• An advanced degree such as an MBA or equivalent.
• CFP or CFA designation.

As a Hedge Fund Investor Specialist within the Institutional Hedge Fund Solutions team at JP Morgan, you will be based in Geneva, reporting directly to the head of the team. You will have the opportunity to support the team and Senior Advisors throughout the portfolio lifecycle (construction, management, reporting) as well as client servicing.

Job responsibilities:

• Assist the Senior Advisors with portfolio management and client servicing - both internal and external
• Assist the Senior Advisors in the production of investment proposals and client portfolio reviews
• Participate in the wider investment process
• Keep track of financials (i.e. flows, revenues…) for the team
• Oversee team Risk and Control processes and procedures to meet both internal and external requirements
• Process investment transactions in liaison with middle office teams

Required Qualifications, Capabilities and Skills:

• Minimum of 3 years prior work experience
• Detailed-oriented and well organized
• Superior analytical skills; strong computer skills
• Understanding of Investments
• Strong commitment, integrity, and ability to meet tight deadlines.
• Excellent work ethic, as well as strong teamwork and communication skills
• Perfect English, both written and spoken
• Proficient in Microsoft Office, especially Excel.

Preferred Qualifications, Capabilities and Skills:

• Hedge fund knowledge a plus but not necessary.

Job summary:

As a Private Banker, LatAm South, Associate within the International Private Bank, you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution.

Our Private Bankers are self-starters with a proven track record of success, they are skilled problem solvers who offer specialized advice to clients. You would 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.

Job responsibilities:

• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Understand client's goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needs
• Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measure
• Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal

Required qualifications, capabilities and skills:

• Significant experience in Private Banking working with high net worth individuals or related fields within financial services
• Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
• Strong reputation with an established network
• Fluent in Spanish and English

Preferred qualifications, capabilities and skills:

• Asset allocation / multi asset class portfolio or sales experience is favorable
• Chartered Financial Analyst (CFA) is a plus
• Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship