Banker Professional

2 giorni fa

Milano, Lombardia, Italia JPMorgan Chase & Co. A tempo pieno

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.

Job Summary

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:

  • Operational support to Bankers and wider integrated team, where appropriate
  • Help manage account opening / onboarding process with onboarding officer as subject matter expert for both prospects and existing clients
  • Help support Bankers with updating account documentation / authorities & Sig Lists on an ad hoc basis and within the role of managing client Periodic Review process
  • Help with business and banker projects and strategies for prospects and clients including subscription and content management
  • Help with team projects and admin (weekly flows commentary, pipeline reporting etc.)
  • Support to resolve ad hoc client queries and standard reporting

Required Qualifications, Capabilities and Skills:

  • University degree, preferably in finance, law or business related subject (or equivalent)
  • English and Italian fluent 
  • Absolute discretion when dealing with confidential matters
  • 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
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.

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.​

  • Banker Professional

    2 giorni fa

    Milano, Lombardia, Italia JPMorganChase A tempo pieno

    DescriptionWe 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...

  • PRIVATE BANKER LIBERA PROFESSIONE Clientela Affluent

    6 giorni fa

    Milano, Lombardia, Italia GS - Consulente HR A tempo pieno

    Sei un professionista del settore bancario con unasolida esperienzanella gestione della clientela e ambisci a crescere nel mondo delPrivate Banking? Stiamo cercando un Private Banking Specialist in libera professione motivato e con spiccate doti analitiche per supportare il nostro team Senior nella gestione e nello sviluppo del portafoglio clienti...

  • Private Banker Assistant

    4 giorni fa

    Milano, Lombardia, Italia Lombard Odier Group A tempo pieno

    A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices...

  • Private Banker

    1 settimana fa

    Milano, Lombardia, Italia Deutsche Bank A tempo pieno

    Job Description: Deutsche Bank offre servizi e prodotti di banca commerciale, banca d'investimento, transaction banking, asset e wealth management ad aziende, governi ed enti pubblici, investitori istituzionali, piccole e medie imprese, famiglie e privati. Deutsche Bank è la banca leader in Germania, con un forte posizionamento in Europa e una presenza...

  • Marketing & Business Development Support (VIE) M/F

    2 giorni fa

    Milano, Lombardia, Italia Crédit Agricole A tempo pieno

    General information Entity The Indosuez Wealth Management Group is the global Wealth Management brand of Crédit Agricole's Group, the 10th bank in the world by size of assets (the banker 2022).Following the acquisition of Degroof Petercam, leading Belgian bank, the Indosuez Wealth Management Group joins the Top 10 players in the wealth management sector...

  • Senior Private Banker

    4 settimane fa

    milano, Italia Altro A tempo pieno

    Senior Private Banker - Milano e Italia, milano milano, ItalyArtemis Career Consulting è una boutique di headhunting che nasce nel 2009 dall’esperienza di Partner operanti da anni nel mondo dell’Executive Search e del Career Consulting.DESCRIZIONE OPPORTUNITA’Si ricercano Senior Private Banker per conto diuna storica Banca Privata Svizzera di alto...

  • Senior Private Banker

    5 ore fa

    milano, Italia ARTEMIS S.r.l. A tempo pieno

    Si ricercanoSenior Private Banker nella città diMilano per conto di unaBanca Privata Italiana . Si tratta di una storica boutique finanziaria indipendente che gestiscegrandi patrimoni . Sede di lavoro: Milano centro Offerta contrattuale su misura: Contratto da dipendente a tempo indeterminato CCNL Credito, mandato di Agenzia a P.Iva, contratto ibrido...

  • Senior Private Banker

    6 ore fa

    milano, Italia ARTEMIS S.r.l. A tempo pieno

    Si ricercanoSenior Private Banker nella città diMilano per conto di unaBanca Privata Italiana . Si tratta di una storica boutique finanziaria indipendente che gestiscegrandi patrimoni . Sede di lavoro: Milano centro Offerta contrattuale su misura: Contratto da dipendente a tempo indeterminato CCNL Credito, mandato di Agenzia a P.Iva, contratto ibrido...

  • Financial banker

    2 settimane fa

    milano, Italia BNL BNP Paribas A tempo pieno

    Ti piacerebbe lavorare come Financial Banker all’interno della Rete Agenti di BNL?ricerchiamo:Agenti in Attività Finanziaria Senior: pronti ad intraprendere nuove sfide consolidando la propria professionalità.Agenti in Attività Finanziaria Junior: pronti ad investire su sé stessi ed intraprendere una nuova sfida con entusiasmo ed ambizione.La ricerca...

  • Financial Banker

    2 giorni fa

    Milano, Italia Bnl Bnp Paribas A tempo pieno

    Ti piacerebbe lavorare come Financial Banker all'interno della Rete Agenti di BNL?ricerchiamo:Agenti in Attività Finanziaria Senior: pronti ad intraprendere nuove sfide consolidando la propria professionalità.Agenti in Attività Finanziaria Junior: pronti ad investire su sé stessi ed intraprendere una nuova sfida con entusiasmo ed ambizione.La ricerca è...

  • Banker Professional

    3 ore fa

    milano, Italia JPMorgan Chase & Co. A tempo pieno

    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...

  • Financial Banker: Consulente Finanziario Autonomo

    2 giorni fa

    Milano, Italia Bnl Bnp Paribas A tempo pieno

    Una banca leader nella finanza cerca Financial Banker da inserire nella Rete Agenti.Il candidato ideale opererà in regime di lavoro autonomo e dovrà promuovere prodotti di finanziamento e assicurativi.Si offre un sistema di remunerazione a provvigione, supporto formativo e un ambiente di lavoro inclusivo.Richiesta iscrizione come Agente in Attività...

  • Senior Private Banker – Milano e Italia

    2 giorni fa

    milano, Italia ARTEMIS S.r.l. A tempo pieno

    Si ricercano Senior Private Banker in Lombardia, Emilia-Romagna, Veneto e Friuli per conto di uno storico Multi Family Office . Sede di lavoro: Milano e Italia (possibile apertura ad hoc della filiale per il nuovo professionista) Offerta contrattuale su misura: Contratto da dipendente a tempo indeterminato CCNL Credito oppure mandato di Agenzia a P.Iva...

  • Senior Private Banker – Milano e Italia

    4 ore fa

    milano, Italia ARTEMIS S.r.l. A tempo pieno

    Si ricercano Senior Private Banker in Lombardia, Emilia-Romagna, Veneto e Friuli per conto di uno storico Multi Family Office . Sede di lavoro: Milano e Italia (possibile apertura ad hoc della filiale per il nuovo professionista) Offerta contrattuale su misura: Contratto da dipendente a tempo indeterminato CCNL Credito oppure mandato di Agenzia a P.Iva...

  • Relationship-Driven Personal Banker

    1 settimana fa

    Milano, Italia Civista Bancshares, Inc. A tempo pieno

    A financial institution in Milan, Italy, is looking for a Personal Banker to enhance customer relationships through exceptional service.The role involves building rapport, executing requests with precision, and adapting technological tools for customers.Ideal candidates should possess customer service and sales experience, along with excellent communication...