This is an exciting opportunity to join a dynamic, diverse team within J.P Morgan's Private Banking business in London. 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.
As a Transition Banker - Associate within J.P Morgan's Private Banking business, you will have the exciting opportunity to join a dynamic and diverse team. You will be responsible for overseeing the team's closing book of clients, ensuring that each account is properly maintained and serviced. Your role will require a strong understanding of the firm's risk management procedures, including the 'know your client' (KYC) process. This role is perfect for team members who are collaborative, confident, and motivated to provide a first-class experience to clients. If you have an entrepreneurial mindset and are looking for a role that will constantly challenge you, this is the opportunity for you.
Want more jobs like this?
Get jobs in London, United Kingdom delivered to your inbox every week.
Job Responsibilities
- manage each account to ensure that the client has a completed profile and that accounts are properly maintained and serviced, specifically adhering to J.P. Morgan Risk Management policies
- Ensure the KYC periodic review process is completed and ensuring our records remain up-to-date while closing the relationship
- manage the risk in the closing account book and ensuring areas of concern are escalated appropriately
- be a main point of contact for the closing accounts working in coordination with Client Service and Investor coverage as needed to assist the client in liquidating and transferring assets to an external provider
Required Qualifications, Capabilities, and Skills
- Experience in Private Banking supporting a client focused business
- Achievement oriented, focused on exceeding business goals with strong attention to detail
- Proven ability to prioritize and meet deadlines
- Experience or demonstrated understanding of investments and banking concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions
- Excellent communication skills, both written and oral
- Ability to adapt to a rapidly changing business including regulatory and technological environment
Preferred Qualifications, Capabilities, and Skills
- Multi-lingual
- UK RDR qualified
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.