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Oferta de empleo de director de banca personalizada/directora de banca personalizada en Luxemburgo

Client Advisory

Clasificación del trabajo: Profesionales científicos e intelectuales › Especialistas en organización de la administración pública y de empresas › Especialistas en finanzas › Asesores financieros y en inversiones › planificador financiero/planificadora financiera › director de banca personalizada/directora de banca personalizada.

Traducción de la profesión: Akademische Berufe › Betriebswirte und vergleichbare akademische Berufe › Akademische und vergleichbare Fachkräfte im Bereich Finanzen › Finanz- und Anlageberater.

Descripción de la oferta de trabajo:

Job Description

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

You will provide support to team consisting of Client Advisors in all facets of daily business routine, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. This role will include client communication. You will work in a team-oriented environment with client advisors, client service specialists, integrated team members, operations and technology teams to fulfil requests. You would be passionate about client service and will use communication and relationship management skills to ensure an exceptional level of client satisfaction.

Job Responsibilities:

    Monitor client accounts and assist with daily account administration

    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 and German

    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

País del trabajo: Luxemburgo.

Número de puestos: 1.

Nivel educativo: Grado o nivel equivalente.

Experiencia: 3 años.

Empleador: J.P. Morgan SE - Luxembourg Branch.

Instrucciones para solicitar:

Vous êtes invité à introduire votre candidature par le site internet : https://jpmc.fa.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/210565943/?utm_medium=jobshare

Oferta de trabajo obtenida del portal Eures, con fecha 22 de Octubre de 2024, y con identificador de la vacante:PES_LU_737420.

Ver las 16 ofertas de trabajo de Profesionales científicos e intelectuales › Especialistas en organización de la administración pública y de empresas › Especialistas en finanzas › Asesores financieros y en inversiones › planificador financiero/planificadora financiera › director de banca personalizada/directora de banca personalizada ofertadas.

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