Job offer
Vice President, Private Banker
JPMorgan Chase is seeking a Vice President, Private Banker, for its international private bank in Geneva, Switzerland, to acquire new clients and manage existing client relationships. The ideal candidate has experience in private banking, strong communication skills, and an extensive network in Switzerland and the surrounding region.
Job Summary
As a private banker at J.P. Morgan in Geneva, you would manage new client acquisitions and relationships by leveraging your extensive knowledge of investments, banking, trust services, and financial planning. You would also be responsible for the client experience and utilize our resources to deliver a comprehensive wealth management solution.Job Responsibilities
The tasks include:- New Customer Acquisition in Switzerland
- Advising clients on their overall financial situation, including asset allocation, investment management, financial planning, and credit and banking services
- Collaborating with internal specialists to provide customers with interdisciplinary expertise
- Understanding client goals and objectives and developing investment plans for their entire portfolio
- Ensuring that proposed solutions meet customer 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 client advisors on the team to maximize the team’s strengths and achieve team goals
Required Qualifications, Capabilities, and Skills
The requirements include:- Extensive experience in the private banking sector, serving ultra-high-net-worth individuals in Switzerland and the surrounding regions
- Previous experience in business development with knowledge of customer profiling, negotiation, and proactively requesting referrals
- Dynamic and credible personality with clear communication and outstanding presentation skills
- Strong organizational skills and disciplined approach
- Experience or demonstrable understanding of investments, banking, and fiduciary concepts
- Strong reputation with an established network
- Fluency in French and English; knowledge of Italian or German is a plus
Preferred Qualifications, Capabilities, and Skills
Preferred qualifications include:- Experience with asset allocation or the sale of asset management services
- Chartered Financial Analyst (CFA) certification is an advantage
- Ability to thrive in a culture that values innovation, customer service, internal partnership, and entrepreneurship
Job details
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