Associate Private Banker - Swiss Onshore - Geneva

JPMorgan Chase Bank, N.A. - Geneva, GE
Full-time +1

J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to UHNW individuals and families around the world. Through our integrated and diverse platform we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and complexities they face in the ever evolving financial services space.

Role

The Banker is the face of J.P. Morgan's Private Banking business. The Banker leads new client acquisition and retention through a broad knowledge of investments, banking, credit solutions and financial planning. This role includes responsibility for the client experience and engaging our resources to deliver a comprehensive wealth management solution to clients. The role is based in Geneva.

Responsibilities

  • The Banker Associate´s primary responsibility is to work with Senior Bankers in the team in order to maintain and further develop the business.
  • Actively participate to prospecting and acquisition of ultra high net worth new Swiss resident clients
  • Responsible for sale and implementation of of investments, banking, credit solutions and financial planning to core clients with assistance from the integrated team to leverage and coordinate specialists, including Investor, Credit Advisor and Wealth Advisor to provide interdisciplinary expertise for our most complex clients
  • Manage each account to ensure that the client has a completed profile and that accounts are properly maintained and serviced.
  • Build trust with clients and effectively manage relationships such that in time they will be in a position to develop their own book of existing business consisting of clients focused within the relevant market.
  • Ensure that the proposed products and services maximize the client's needs, goals and objectives.
  • Engage with and develop network with other lines of business
  • The Banker's performance will be measured by objectives using specific financial and client satisfaction objectives.

Qualifications
  • Previous business development experience in Switzerland including cold calling to develop new client relationships is essential.
  • Established Swiss onshore network is required
  • Previous experience in Private Banking working with Ultra High Net Worth individuals and families
  • Demonstrated understanding of investments, banking, credit solutions and financial planning including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions and identification of wealth planning opportunities.
  • Achievement oriented, highly disciplined and motivated, focused on exceeding business goals with meticulous attention to detail and proactivit
  • Impeccable sense of ethics and values
  • Collaborative team spirit and ability to work effectively in a team are essential
  • Excellent communication skills, both written and oral
  • Strong analytical and quantitative skills
  • Ability to multi-task and manage priorities effectively
  • Ability to adapt to a rapidly changing business environment including regulatory and technological developments
  • Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship
  • Exceptional problem-solving skills
  • Absolute discretion when dealing with confidential matters
  • Ability to demonstrate excellent negotiating skills
  • Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet
  • Ability to learn proprietary software and databases and ability to master wealth planning software
  • Bachelors degree required (or equivalent)
  • French native is required and fluent in English

J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management with client assets of over $2.7trillion. Our clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

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