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JPMorgan International Private Bank Investment Specialist Vice President MENAT Switzerland, Geneva, Geneva 81756603
Yesterday
Job Responsibilities:
- 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 in accordance with client plans. Such solutions include: Investment Management, Mutual Funds, Structured Products, Hedge Funds, Private Equity, Foreign Exchange, as well as execution of more traditional brokerage transactions.
- Generates new business and regional expansion, by participating in new business opportunities with EMEA Integrated Team Members and Senior Management
- Performs Sales management, including coordination of RFPs, pitches, road shows, campaigns, proposals
- Understands JPMorgan platform, solutions, investment philosophy
- Interacts effectively with the various internal product partners, banking teams, risk and compliance, marketing, etc.
Required Qualifications, Capabilities and Skills:
- Significant relevant market experience with MENAT clients
- A proven track record of building trust with clients and effectively managing relationships, both externally and internally, will be vital to this role.
- Excellent communication skills – you would be articulate both verbally and on paper and able to generate trust with clients through a credible discussion on investment matters
- Strong presentation and interpersonal skills
- Personality marked by tenacity and ambition with demonstrated success in dealing with a wide range of clients
- Superior analytical skills; strong computer skills
- Non-commissioned background (or willingness to move to such a structure)
- Fluent Arabic speaker
Preferred Qualifications, Capabilities and Skills:
- Asset allocation / multi asset class portfolio or sales experience is favourable
- Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship
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