International Private Bank, Vice President, Private Banker

Job Summary

As a private banker at J.P. Morgan in Geneva, you would lead client acquisition and retention efforts by leveraging your extensive knowledge of investments, banking, trust services, and financial planning. You would also be responsible for the client experience and would utilize our resources to deliver a comprehensive wealth management solution.

Job Responsibilities

The tasks include:

• Achieving business results and acquiring new assets in Switzerland
• Advising clients on their overall financial situation, including asset allocation, investment management, financial planning, and credit and banking services
• Collaborate with internal specialists to provide interdisciplinary expertise to customers when necessary
• Understanding clients’ goals and objectives in order to develop and implement an investment plan for their overall financial situation
• Ensuring that the proposed solutions meet the clients' needs and objectives in the short, medium, and long term
• Strict compliance with all risk and control guidelines, regulatory guidelines, and security measures
• Collaborate with other customer advisors in the team to maximize team strength and achieve team goals

Requirements

The requirements include:

• Extensive experience in private banking with ultra-high-net-worth and high-net-worth individuals in Switzerland and the surrounding regions
• Previous experience in business development with knowledge of customer profiling, negotiation, and proactive referral recommendations
• Dynamic and credible professional with clear communication and outstanding presentation skills
• Strong organizational skills and a disciplined approach to business management
• Experience or demonstrated understanding of investments, banking, and fiduciary concepts, including but not limited to: asset allocation, structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and credit solutions, basic fiduciary and estate planning products, and the identification of wealth planning opportunities
• Strong reputation with an established network
• Fluency in French and English; knowledge of Italian or German is a plus

Preferred qualifications

Preferred qualifications include:

• Asset allocation / multi-asset class portfolio experience or sales experience is advantageous
• Chartered Financial Analyst (CFA) is a plus
• Ability to thrive in an internal culture that values innovation, customer service, internal partnership, and entrepreneurship