Vice President, Private Banker

Job Description

This position offers an exciting opportunity to join a dynamic and diverse team within J.P. Morgan's Swiss private bank. We are looking for exceptionally talented individuals who are collaborative, confident, and motivated to deliver a first-class experience to our clients.

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

- Generate business results and acquire new assets in Switzerland - Advise clients on their entire balance sheet, including asset allocation, investment management, wealth planning, and credit and banking needs - Collaborate with internal specialists to provide interdisciplinary expertise to clients when necessary - Understand client goals and objectives to develop and implement an investment plan for their entire balance sheet - Ensure that our offerings align with clients’ short-, medium-, and long-term needs and goals by using a holistic, goal-oriented planning approach - Strictly adhere to all risk and control policies, regulatory guidelines, and security measures - Collaborate with other client advisors on the team to maximize team strength and achieve team goals

Requirements

- Experience in private banking, particularly in working with high-net-worth clients in Switzerland and surrounding regions - Experience in business development with expertise in client profiling, negotiation, and proactively seeking referrals - Dynamic and credible professionals who communicate clearly and possess exceptional presentation skills - Strong organizational skills and a disciplined and organized approach to their work - Experience or demonstrated understanding of investments, banking, and fiduciary concepts, including but not limited to:

• Asset Allocation Across Structured Portfolios
• Managed portfolios
• Brokerage accounts
• Portfolio Reviews
• Deposit and Loan Solutions
• Basic Trust and Estate Planning Products
• Identifying wealth management opportunities

- A good reputation and an established network - Fluency in French and English; Italian or German is a plus

Preferred qualifications

- Experience with asset allocation or the distribution of multi-asset-class portfolios - Chartered Financial Analyst (CFA) certification is a plus - Ability to thrive in an internal culture that values innovation, customer service, internal collaboration, and entrepreneurship

We offer

This is an exciting opportunity to join a dynamic and diverse team and deliver a first-class experience for our customers. Our culture of performance, transparency, and partnership is driven by objective, transparent goals and active teamwork to foster success.