Vice President

Job Information

• Job Identification: 210630800
• Job Category: Client Advisory
• Business Unit: Asset & Wealth Management
• Posting Date: 05/27/2025, 02:21 PM
• Locations: Geneve, GE, Switzerland
• Apply Before: 06/10/2025, 06:00 AM
• Job Schedule: Full time

Job Description

This is an exciting opportunity to join a dynamic, diverse team within J.P. Morgan's MENAT Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to exceptional clients. If you are a high performing individual with a financial and commercial mindset and are looking to consistently 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 Summary

The Client Advisor is the face of J.P. Morgan's Private Banking business. They lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. This role is also responsible for the client experience and engaging our resources to deliver a complete wealth management solution.

Job Responsibilities

• Responsible for prospecting and acquiring new clients and new assets from existing KSA clients
• Maintain and further develop an existing book of business consisting of KSA Ultra High Net Worth clients
• Responsible for sales and implementation of investment, banking and trust/treasury products to core clients as appropriate
• Leverage and coordinate specialists (investor, Capital Advisor, Trust and Estate Advisory and Wealth Advisory) to provide interdisciplinary expertise for our most complex clients
• Manage each account to ensure that the client has a complete profile and that accounts are properly maintained and serviced, specifically adhering to J.P. Morgan Risk Management policies
• Build trust with clients and effectively manage relationships
• Ensure that the proposed products and services maximize the client's needs, goals and objectives

Required Qualifications, Capabilities, and Skills

• Significant experience working with KSA Ultra High Net Worth clients
• Previous, strong business development experience
• Achievement oriented, focused on exceeding business goals with sufficient attention to detail
• Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
• Excellent communication skills, both written and oral
• Strong relationship management and team building skills

Preferred Qualifications, Capabilities, and Skills

• Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured products, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
• Ability to adapt to a rapidly changing business including regulatory and technological environment
• Arabic speaker

Wir bieten

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or civil status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.