International Private Bank, Client Advisor Team Lead, Executive Director, Swiss Onshore

JOB DESCRIPTION

This is an exciting opportunity to join a dynamic, diverse team within J.P Morgan’s EMEA Private Banking business. We are actively looking for a player-coach leading a group of 10+ advisors across three locations (Geneva / Zurich / Luxemburg). Our advisors are 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

• Lead our advisors team based in Geneva, Zurich and Luxembourg (10+), providing ongoing coaching, feedback and development to our team members
• Drive the team’s business plan and ensure goals and objectives are being measured and achieved on an individual and team level
• 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
• Drive business results and acquire new assets, both from deepening existing client base and new client acquisition
• Manage each client relationship to ensure that the client has a completed profile and that accounts are properly maintained and serviced
• Ensure that proposed solutions fulfil clients needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Partner with internal specialists providing interdisciplinary expertise to clients when needed
• Strictly adhere to all risk and control policies, regulatory guidelines and security measure

Required qualifications, capabilities and skills

• Several years of successful experience in private banking, specifially working with ultra-high net worth Swiss resident individuals
• Established local network and a strong reputation within the Swiss private client sphere
• Previous business development experience with knowledge in profiling, negotiation and proactively building own client base
• Proactive approach on prospect and client meetings, within a goal based approach
• Problem solvers with entrepreneurial mindset, a tenacity to succeed and a passion for delivering world class service to clients
• Proven experience in team management; solid leadership and sales management skills with a strategic thinking
• Experience or demonstrated understanding of investments, banking and credit solutions and identification of wealth planning opportunities
• Achievement oriented, focused on exceeding business goals with sufficient attention to detail and impeccable sense of ethics and values
• Excellent communication skills, both written and oral, with ability to generate trust with clients through a credible discussion on investment matters
• Strong organizational skills and applies a disciplined and organized approach throughout their business
• Fluent in English, native German and/or French speaker

Preferred qualifications, capabilities and skills

• Fluency in Italian
• Previous experience managing across locations

ABOUT US

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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 veteran 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. Visit our FAQs for more information about requesting an accommodation.


ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.