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Wealth Management Associate

3 weeks ago

Copenhagen, Copenhagen, Denmark J.P. Morgan Full time

Nordic Private Banking Team Benefits

As a member of our Nordic Private Banking team, you will enjoy a dynamic and supportive work environment that encourages growth and development. You will work closely with a talented team of Bankers, Client Advisors, and other professionals to deliver exceptional client experiences.

Responsibilities:

Manage account opening and onboarding processes with the onboarding officer as subject matter expert for both prospects and existing clientsSupport Bankers with updating account documentation, authorities, and Sig Lists on an ad hoc basis and during the Periodic Review processContribute to business and banker projects and strategies for prospects and clients, including subscription and content managementAssist with team projects and administrative tasks (weekly flows commentary, pipeline reporting, etc.)Support resolving ad hoc client queries and standard reporting

Requirements:

The ideal candidate will possess a university degree in finance, law, or a business-related field (or equivalent) and have excellent interpersonal skills, both written and oral. They will also demonstrate absolute discretion when handling confidential matters, strong organizational skills, and good judgment and problem-solving abilities.