Senior Associate, Private Banker, Swiss Market

Job Summary

This is an exciting opportunity to join a dynamic, diverse team within J.P. Morgan's Swiss Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

Job Responsibilities

• Generate business results and acquire new assets
• 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 clients' goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and factual asset allocation shifts, wealth planning
• Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measure
• Partner with other Client Advisors in the team to maximize the team strength and achieve team goal

Required Qualifications, Capabilities, and Skills

• Significant experience in Private Banking working with high net worth individuals across Geneva and surrounding regions, whether that be family-owned businesses and entrepreneurs, executives, single family offices or endowments
• Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively
• Dynamic and credible 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 in understanding investments, banking and trust concepts including, but not limited to: asset allocation structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit & loan solutions, basic trust and estate products and identification of wealth planning opportunities
• Strong reputation with an established network
• Fluent English and German speaker

Preferred Qualifications, Capabilities, and Skills

• Asset allocation / multi asset class portfolio or sales experience is favourable
• Chartered Financial Analyst (CFA) is a plus
• Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship
• Fluent French and/or Italian speaker

Wir bieten

Keine spezifischen Benefits oder Anreize werden genannt.