JPMorgan Banker Professional genders 

Germany, Hesse, Frankfurt 

869715828

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
• Documentation management (Alternatives, Suitability, Investment Parameters, OTC etc.)
• Advisory and brokerage accounts trade execution and daily control over trade settlement
• Liaising 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
• Maintaining risk management monitoring of the portfolios for investment purposes, regulatory purposes and other compliance issues
• Internal account maintenance and coverage management, as well as internal financial reports

Required qualifications, capabilities and skills

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