Senior Wealth Advisor - MENAT

Job Description

The Wealth Advisor will work with our MENAT (Middle East North Africa Turkey) team in Geneva to meet the complex, long-term needs of our clients, together with our bankers, investors, lending advisors, and Global Wealth Advisors teams. We are looking for a talented candidate with excellent communication and organizational skills, an entrepreneurial mindset, and strong knowledge and/or experience in private law and tax law, enabling them to have complete autonomy in front of our clients and their advisors. The required technical skills include expert knowledge of how UHNW individuals hold, protect, structure, and transfer their wealth based on their goals. This includes strategies for family wealth and business succession planning, preparing for liquidity events, family strategy, etc.

Tasks

The tasks include:

• Work as part of a team with advisors to achieve regional business goals and the goals of the Wealth Advisory team in EMEA.
• Advising and supporting clients in the MENAT region (e.g., intermediary alignment, family offices, family governance, philanthropy and next-generation initiatives, events)
• Collaborating with bankers, investors, and lending advisors to support and coordinate first-class services for our clients and prospects
• Proactively informing the team about strategic initiatives, industry trends, and regulatory changes that affect wealth planning
• Promoting a cooperative and inclusive environment that supports growth and development
• Collaboration with the EMEA Wealth Advisory team and all JPMorgan Wealth Advisory teams worldwide

Requirements

The requirements include:

• A proven track record of working with UHNW clients
• Recognized thought leader/expert with solid knowledge and experience in the field of private law and tax law
• Lawyers with experience in private client matters are also welcome.
• Commercial mindset and ability to focus on clearly defined metrics
• Genuine interest in developments in the areas of succession planning, family governance, family office, and philanthropy, as well as in financial matters
• Ability to work in a diverse multicultural environment
• Strong relationship orientation and self-starter with business development knowledge
• Proven customer management skills with the necessary gravitas to quickly gain customers' trust and confidence
• Well-developed communication, negotiation, and influencing skills
• Internal team orientation with the ability to work across the company and jurisdictions as appropriate
• Fluent English, Arabic is a plus

We offer

Unfortunately, no information about the offer is available.