Senior Associate, Private Banker, Swiss Market

Job Summary

This is an exciting opportunity to join a dynamic, diverse team within J.P. Morgan's Swiss Private Banking business. 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 mindset and are looking to constantly challenge yourself, JPMorgan is the place for you. You'll 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 Responsibilities

• Generate business results and acquire new assets
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Understand client's goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needs
• Ensure that proposed solutions fully meet clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all control and policies, regulatory guidelines and security measure
• Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal

Required Qualifications, Capabilities, and Skills

• Significant experience in Private Banking working with high net worth individuals across Geneva and surrounding regions, whether that be family-owned businesses and entrepreneurs, executives, single-family offices or endowments
• Previous business development experience with knowledge in profiling, negotiation and asking for fees proactively
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, bridge accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
• Strong reputation within an established network
• Fluent English and French speaker

Preferred Qualifications, Capabilities, and Skills

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

We offer

(J.P. Morgan is a global leader in financial services, providing strategic advice and products to prominent corporations, governments, high net worth individuals and institutional investors. Our mission is to provide first-class services in a first-class manner). (J.P. Morgan recognizes 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 highly value diversity and inclusion in our organization). (J.P. Morgan Asset & Wealth Management provides industry-leading investment management and private banking solutions).