Job Summary As a Private Banker working for J.P. Morgan in Geneva, you will lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You will also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution.
Our Private Bankers are self‑starters with a proven track record of success. They are skilled problem solvers who offer specialized advice to clients. You will 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.
Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster success.
Job Responsibilities
Generate business results and acquire new assets across Switzerland
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 client goals and objectives to develop and implement investment plans on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needs
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 measures
Partner with other Client Advisors in the team to maximize team strength and achieve team goals
Required Qualifications, Capabilities, and Skills
Significant experience in Private Banking working with ultra/high net worth individuals across Switzerland and surrounding regions, including family‑owned businesses, 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 or demonstrated understanding of investments, banking and trust concepts including, but not limited to, asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth‑planning opportunities.
Strong reputation with an established network.
Fluent in French and English; Italian or German is an asset.
Preferred Qualifications, Capabilities, and Skills
Asset allocation / multi‑asset class portfolio or sales experience is favorable.
Chartered Financial Analyst (CFA) is a plus.
Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship.
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. 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.
The Swiss team is looking for a Vice President, Private Banker to focus on the Swiss domestic market, based in Geneva.
#J-18808-Ljbffr
Our Private Bankers are self‑starters with a proven track record of success. They are skilled problem solvers who offer specialized advice to clients. You will 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.
Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster success.
Job Responsibilities
Generate business results and acquire new assets across Switzerland
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 client goals and objectives to develop and implement investment plans on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needs
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 measures
Partner with other Client Advisors in the team to maximize team strength and achieve team goals
Required Qualifications, Capabilities, and Skills
Significant experience in Private Banking working with ultra/high net worth individuals across Switzerland and surrounding regions, including family‑owned businesses, 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 or demonstrated understanding of investments, banking and trust concepts including, but not limited to, asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth‑planning opportunities.
Strong reputation with an established network.
Fluent in French and English; Italian or German is an asset.
Preferred Qualifications, Capabilities, and Skills
Asset allocation / multi‑asset class portfolio or sales experience is favorable.
Chartered Financial Analyst (CFA) is a plus.
Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship.
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. 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.
The Swiss team is looking for a Vice President, Private Banker to focus on the Swiss domestic market, based in Geneva.
#J-18808-Ljbffr
