JPMorgan Banker & Investment Professional 

United Kingdom, England, London 

644504870

Job responsibilities

• Monitor client accounts and assist with daily account administration
• Support Client Advisors in Know-Your-Client documentation and processes and Suitability assessments and reporting
• Assist in account opening process and internal preparation to facilitate subsequent investments
• Manage documentation (Alternatives, Suitability, Investment Parameters, OTC etc.)
• Advises and brokerage accounts trade execution and daily control over trade settlement
• Liaise with Operations, Client Service Specialist, Supervisory Management, Risk Management and Investor Support 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. Prepare and review prospect/banking products pitches
• Maintain risk management monitoring of the portfolios for investment purposes, regulatory purposes and other compliance issues
• Maintain internal account and manage coverage, as well as internal financial reports

Required qualifications, capabilities and skills

• PowerPoint and Excel expertise required
• Excellent interpersonal skills, both written and oral
• 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

Preferred qualifications, capabilities and skills

• University degree, in finance, law or business related subject (or equivalent)