Stellenangebot

Executive Director, Private Banker, Mexico

Als Private Banker (Executive Director) für Kunden aus Mexiko in der International Private Bank von JPMorgan Chase ist man für die Akquisition und Betreuung von Neukunden sowie die umfassende Vermögensverwaltung für bestehende Kunden verantwortlich. Die Stelle erfordert umfassende Kenntnisse in den Bereichen Investitionen, Bankwesen, Treuhanddienstleistungen und Finanzplanung.

Genève

JPMorgan Chase & Co.

100%

Job Description

As a Private Banker, Mexico, Executive Director within the International Private Bank, you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution. Our Private Bankers are self-starters with a proven track record of success; they are skilled problem solvers who offer specialized advice to clients. You would manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster success.

Job Responsibilities

Generate business results and acquire new assets, both from existing client base and new Mexican client acquisition
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 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 fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
Strictly adhere to all firm and control policies, regulatory guidelines and security measures
Partner with and lead the team to ensure we maintain and achieve team goals

Required Qualifications, Capabilities and Skills

Significant experience in Private Banking working with ultra high net worth individuals from Mexico
Previous business development experience targeting Mexican clients, with knowledge in profiling, negotiation and asking for referrals proactively
Dynamic and creative 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, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
Strong reputation with an established network in Mexico
Fluent in Spanish and English

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