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JPMorganChase

banker professional - greece

Sep 8, 2026 · JPMorganChase

Αττική·Sep 8, 2026
ΑττικήOn SiteΧρηματοοικονομικάPermanentFull Time
JOBILY AI SUMMARY

What you'll do

  • Provide operational support to Bankers and the integrated team
  • Manage account opening and onboarding process with onboarding officer
  • Update account documentation and manage client Periodic Review process
  • Support business and banker projects including subscription and content management
  • Assist with team projects and administrative tasks such as weekly reports and pipeline reporting
  • Resolve client queries and handle standard reporting

Key requirements

  • PowerPoint and Excel expertise
  • Client communication and interpersonal skills
  • Confidentiality in handling private banking client information
  • Organizational skills and attention to detail
  • Problem solving and judgment capabilities
  • Teamwork and ability to work independently
  • Finance / Law / Business Administrationpreferred

About the job

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)

  • 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

JPMorganChase
JPMorganChase
Company Profile

About the company

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.


Workplace
On Site
Sector
Χρηματοοικονομικά
Employment Type
Permanent
Work Time
Full Time
JPMorganChase
JPMorganChase
Company Profile

About the company

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.