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,. 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:
As an Investment Professional - Geneva 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:
1. Monitor client accounts and assist with daily account administration
2. Documentation management (Alternatives, Suitability, Investment Parameters, OTC
3. Advisory and brokerage accounts trade execution and daily control over trade settlement
4. Liaising with Operations, Client Service Specialist, Supervisory Management, Risk Management and Investor Support teams
5. 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
6. Maintaining risk management monitoring of the portfolios for investment purposes, regulatory purposes and other compliance issues
7. Internal account maintenance and coverage management, as well as internal financial reports
Required Qualifications, Capabilities and Skills:
8. University degree, preferably in finance, law or business related subject (or equivalent)
9. Fluent in English
10. PowerPoint and Excel expertise required
11. Excellent interpersonal skills, both written and oral
12. Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy
13. Good judgment and problem solving skills
14. Ability to work both independently and as a team player