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Investment Professional, Milan [MX-152]
Pubblicato il 01-01-2022 - Jp Morgan Chase in Milano

This is an exciting opportunity for you to join a dynamic, diverse team within the Italian market of J.P Morgan’s EMEA Private Banking business. 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. Our Private Bank is a global wealth management leader that delivers the highest quality advice, service,



capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our integrated and diverse platform, we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and complexities they face in the ever-evolving financial services space. Position Description: An Investor Support is the primary support person for service related execution within the Private Bank. The individual will work with the Investor Team, mid-office and operations teams to deliver a seamless and integrated experience to our clients across specific Private Banking products. You will be part of a central team supporting the Investors’ and their client base. Some examples of the daily responsibilities include performing discretionary and self-directed account trading, account maintenance, audit requests, generation of portfolio reviews, documentation inquiries and fee waivers. This role will be supporting our Investor team in delivering a high quality service to our clients and ensuring the smooth execution of all daily tasks within strict deadlines. The individual will be expected to contribute to the overall success of the group in proportion to his/her experience, and will be evaluated relative to their peer group Core Responsibilities will include but not be limited to: Trading on discretionary and self directed accounts Maintain client confidentiality at all times Upload documents in the internal system in order to open new accounts and update clients’ data Produce period report for clients ‘ accounts Manage the workflow around Alternative Investments Manage daily inquiries accurately, within established deadlines, and in accordance with existing policies and procedures Working within a team to execute daily requests Fee related activities (i.e fee waivers) Verify and maintain data quality Liaise and follow-up with internal teams for documentation and account maintenance issues Take ownership of work and ensure data integrity, accuracy and completeness Escalate issues for any urgent matters or assistance Requirements: Essential skills/experience Previous experience in similar roles (asset management, wealth management, auditing) Fluent English Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible Multi-tasking Detail-oriented and results-focused Team player with the ability to work well with multiple stakeholders and other team members Full time

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