International Private Bank, Vice President, Private Banker (m|f|x) Geneva

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

As a Private Banker at J.P. Morgan based in Luxembourg, you will lead new client acquisition and retention by leveraging your broad knowledge of investments, banking, trust services, and financial planning. You will also be responsible for the client experience and for leveraging our resources to deliver a comprehensive wealth management solution.

Our Private Bankers are self-starters with a proven track record of success; they are skilled problem solvers who provide specialized advice to clients. You would manage and maintain relationships with clients by earning their trust, thoroughly understanding their needs, providing tailored 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.

Tasks

• To 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
• Travel as needed to facilitate business development and client engagement
• Partner with internal specialists to provide interdisciplinary expertise to clients as needed
• Understand clients’ goals and objectives to develop and implement an investment plan for their overall balance sheet, including holistic asset allocation, investment management, portfolio construction, and tactical asset allocation shifts, as well as wealth planning, credit, and banking needs
• Ensure that proposed solutions meet 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 measures
• Collaborate with other Client Advisors on the team to maximize the team’s strengths and achieve team goals

Profile / Your qualification / Your personality

Required Qualifications, Capabilities, and Skills

• Experience working with high-net-worth individuals, whether they are owners of family-owned businesses, entrepreneurs, corporate executives, single-family offices, or endowments, foundations, or charities
• Previous business development experience with expertise in client profiling, negotiation, and proactive referral generation
• A dynamic and credible professional who communicates clearly and possesses exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their work
• Experience or demonstrated understanding of investments, banking, and trust concepts, including but not limited to: asset allocation in structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and the identification of wealth planning opportunities
• Strong reputation with an established network

Preferred Qualifications, Capabilities, and Skills

• A network and track record of performance
• Prior experience with UK clients would be advantageous
• Asset allocation / multi-asset-class portfolio exposure
• Chartered Financial Analyst (CFA) certification is a plus
• Ability to thrive in a corporate culture that values innovation, customer service, internal collaboration, and entrepreneurship

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Location

La Voie-Creuse 1, CH-1202 Geneva