Vice President, Private Banker

Job Summary

As a private banker at J.P. Morgan in Geneva, you would drive new client acquisition and retention through your in-depth knowledge of investments, banking, trust services, and financial planning. You would also be responsible for the client experience and leverage our resources to deliver a comprehensive wealth management solution.

Job Responsibilities

The tasks include:

• Acquiring new clients and new assets 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 overall financial situation
• Ensuring that proposed solutions meet customer needs and objectives in the short, medium, and long term
• Strict compliance with risk and control policies, 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 private banking with 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
• A dynamic and credible individual with exceptional communication and presentation skills
• Strong organizational skills and disciplined approach
• Experience or a demonstrated understanding of investments, banking, trust concepts, and wealth planning
• 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 assets
• Chartered Financial Analyst (CFA) certification is an advantage
• Ability to thrive in an international culture that values innovation, customer service, internal collaboration, and entrepreneurship