International Private Bank, Vice President, Private Banker

Job Summary

• As a Private Banker working for J.P. Morgan in Geneva, you will help our clients understand and benefit from a broad range of investment strategies, banking and financial solutions.
• Your efforts will allow us to develop new clients by:
  • Demonstrating expert knowledge and creativity in assessing and executing clients' objectives
  • Understanding and engaging with new/existing clients to advise on how to optimise their goals
• Our clients at Private Bank span a whole range of investor, liquidity and return needs. And they need specialists who also specialised across this scale. You have the knowledge and experience to bring these needs together through customizing their investment solutions. You won't stop at identifying clients with challenges – you will continue to oversee longer term investment success of your clients.
• Our culture of performance, transparency and a culture of inclusion, transparency and active win-win motivation

Job Responsibilities

• Generate business results and acquire new asset flows (new business)
• Advise clients on their investment needs, including asset allocation, investment management, wealth planning, and lending activities
• Collaborate with internal specialists to provide interdisciplinary responses to clients when needed
• Collaborate on wealth product development, identify, anticipate, and develop new banking opportunities and drives opportunities with clients around estate; investment management, problem resolution and client retention; wealth planning and lending services
• Partner with global affiliates with clients with need or aspiration in the short, medium and long-term through holistic goals-based planning model
• Review and offer our fixed and unit price products, proprietary and nonproprietary, client centric approach

Qualified Requirements, Qualifications, And Skills

• Significant experience in Private Banking working with privately held non-institutional assets (sectors and surrounding regions), involved for the first time since implementation of regulations, such as HMOA or in an international setting, in an appropriate environment for global business development
• Strong and market experience ability to communicate with clearly and articulate complex problems clearly
• Demonstrated strong interpersonal skills with collaboration and an orientation towards both on-site face to success
• Experience in demonstrated understanding of commissions, including past and current possible effects, but will look to asset allocation in asset categories, leverage, liabilities, etc., overall investment returns, depend on their customers, risk management, and product marketing can create a better environment opportunity
• Having connections with and establish clients
• Ability to review and detail; Follow a Private self-scale