Associate Private Banker

vor 3 Wochen

Geneve, Schweiz JPMorgan Chase Bank, N.A. Vollzeit

J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to UHNW individuals and families around the world. Through our integrated and diverse platform we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and complexities they face in the ever evolving financial services space.

**Role**

The Banker is the face of J.P. Morgan's Private Banking business. The Banker leads new client acquisition and retention through a broad knowledge of investments, banking, credit solutions and financial planning. This role includes responsibility for the client experience and engaging our resources to deliver a comprehensive wealth management solution to clients. The role is based in Geneva.

**Responsibilities**
- The Banker Associate´s primary responsibility is to work with Senior Bankers in the team in order to maintain and further develop the business.
- Actively participate to prospecting and acquisition of ultra high net worth new Swiss resident clients
- Responsible for sale and implementation of of investments, banking, credit solutions and financial planning to core clients with assistance from the integrated team to leverage and coordinate specialists, including Investor, Credit Advisor and Wealth Advisor to provide interdisciplinary expertise for our most complex clients
- Manage each account to ensure that the client has a completed profile and that accounts are properly maintained and serviced.
- Build trust with clients and effectively manage relationships such that in time they will be in a position to develop their own book of existing business consisting of clients focused within the relevant market.
- Ensure that the proposed products and services maximize the client's needs, goals and objectives.
- Engage with and develop network with other lines of business
- The Banker's performance will be measured by objectives using specific financial and client satisfaction objectives.

**Qualifications**
- Previous business development experience in Switzerland including cold calling to develop new client relationships is essential.
- Established Swiss onshore network is required
- Previous experience in Private Banking working with Ultra High Net Worth individuals and families
- Demonstrated understanding of investments, banking, credit solutions and financial planning including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions and identification of wealth planning opportunities.
- Achievement oriented, highly disciplined and motivated, focused on exceeding business goals with meticulous attention to detail and proactivit
- Impeccable sense of ethics and values
- Collaborative team spirit and ability to work effectively in a team are essential
- Excellent communication skills, both written and oral
- Strong analytical and quantitative skills
- Ability to multi-task and manage priorities effectively
- Ability to adapt to a rapidly changing business environment including regulatory and technological developments
- Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship
- Exceptional problem-solving skills
- Absolute discretion when dealing with confidential matters
- Ability to demonstrate excellent negotiating skills
- Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet
- Ability to learn proprietary software and databases and ability to master wealth planning software
- Bachelors degree required (or equivalent)
- French native is required and fluent in English

J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management with client assets of over $2.7trillion. Our clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' reli

  • Associate, Environment-focused Thematic Private

    Vor 3 Tagen

    Geneve, Schweiz PER, Private Equity Recruitment Vollzeit

    Associate, Environment-Focused Thematic Private Equity Fund, Geneva, Switzerland **About our client** Our client is a newly launched private equity fund focusing on the environment and its preservation. The investment thesis is that companies providing environmental solutions should deliver a consistent return premium over the long term, from which...

  • Investment Associate, Growth Equity, Impact

    Vor 2 Tagen

    Geneve, Schweiz PER, Private Equity Recruitment Vollzeit

    PER, Private Equity Recruitment Geneva, SwitzerlandPosted 1 day ago Permanent Competitive - Investment Associate, Growth Equity, Impact, Geneva, Switzerland **About our client** Our client is an alternative investment manager looking for an Investment Associate to join a team managing their newly launched impact fund. This new vehicle will be invested into...

  • Investment Associate, Growth Equity, Impact

    Vor 4 Tagen

    Geneve, Schweiz PER, Private Equity Recruitment Vollzeit

    Investment Associate, Growth Equity, Impact, Geneva, Switzerland **About our client** Our client is an alternative investment manager looking for an Investment Associate to join a team managing their newly launched impact fund. This new vehicle will be invested into companies which provide environmental solutions and deliver financial returns alongside a...

  • Private Banker, Israel, Executive Director

    vor 4 Wochen

    Geneve, Schweiz JPMorgan Chase Bank, N.A. Vollzeit

    This is an exciting opportunity for you to join a dynamic, diverse team within the Israel market of J.P Morgan's EMEA 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...

  • International Private Bank Core Operations Trading

    vor 2 Wochen

    Geneve, Schweiz JPMorgan Chase Bank, N.A. Vollzeit

    Investment Operations are uniquely positioned at the heart of what we do. We impact the business we undertake from end to end, are involved in all steps of the transaction lifecycle as well as new initiatives (products and services) and vendor management. We work in collaboration with counterparts from all areas across Lines of Business, Technology, Finance...

  • Private Bank

    Vor 4 Tagen

    Geneve, Schweiz JPMorgan Chase Bank, N.A. Vollzeit

    The International Private Bank (IPB) Employee and Client Experience team (ECX) is charged with delivering a first-class experience for our IPB employees, clients and prospects. In a proactive, coordinated and innovative approach, ECX partners across all aspects of the Global Private Bank, including but not limited to: Front Office Advisors, Client Service,...

  • Junior Execution Trader in a Private Bank

    Vor 6 Tagen

    Geneve, Schweiz Academic Work Vollzeit

    You have a degree in finance or equivalent? You have 1-2 years of experience in a trading room, ideally in equity? Do you have an excellent command of English? You are said to be autonomous, proactive, precise, and thoughtful? If you want to join a structure in which you can evolve quickly, don't wait any longer and apply! **À propos du rôle**: On behalf...

  • Private Banker

    vor 4 Wochen

    Geneve, Schweiz Société Générale Vollzeit

    **Responsibilities**: Société Générale Private Banking, the wealth management arm of Société Générale, is operational in 11 countries across the globe. Société Générale Private Banking Suisse SA, is part of the SGPB network based in Switzerland and offers wealth management solutions to high net worth individuals. SGPB Suisse is offering comprises...

  • Associate, Resource Mobilization Support

    Vor 6 Tagen

    Geneve, Schweiz ICRC Vollzeit

    **Associate, Resource Mobilization Support**: **Reports to (role)**: Head of Resource Mobilization Support **Context**: The Resource Mobilization Division (REM) is in charge of coordinating resource mobilization efforts across the institution to engage with multiple stakeholders ranging from donor governments, multilateral institutions, National Societies,...

  • Private Bank

    Vor 6 Tagen

    Geneve, Schweiz JPMorgan Chase Bank, N.A. Vollzeit

    This is an exciting opportunity for you to join a dynamic, diverse team within the J.P Morgan's EMEA (MENAT Market) 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...

  • Deputy Global Head of Intermediaries, Private

    Vor 4 Tagen

    Geneve, Schweiz AP Executive Vollzeit

    New - Location: Geneva - Salary: Negotiable per annum - Job Type:Permanent Posted about 6 hours ago A growing and dynamic international Private Bank is looking to hire a Deputy Global Head of Intermediaries. The Bank has a long and distinguished history, its headquarters are offshore and it has growing operations across multiple jurisdictions including...

  • Sales Associate

    Vor 6 Tagen

    Geneve, Schweiz FlowBank Vollzeit

    At FlowBank we offer you to be a part of a great journey, in a Company with a clear start-up attitude and with global coverage. Our work environment is truly international with a diverse and talented group of people. It never stands still it's dynamic, fast moving and always exciting! Project-orientation and change is constant. We empower every employee to...

  • Multimedia Associate

    Vor 2 Tagen

    Geneve, Schweiz International Organization for Migration Vollzeit

    Position Title**: Multimedia Associate** Duty Station**: Geneva, Switzerland** Classification**: Professional Staff, Grade P2** Type of Appointment**: Fixed term, one year with possibility of extension** Estimated Start Date**: As soon as possible** Closing Date**: 29 April 2024** - Established in 1951, IOM is a Related Organization of the United Nations,...

  • Associate - Banking & Finance Litigation - Zürich

    Vor 7 Tagen

    Geneve, Schweiz LALIVE Vollzeit

    LALIVE ist eine führende, international tätige und unabhängige Anwaltskanzlei im Bereich Dispute Resolution (Schiedsverfahren, Prozessführung, Wirtschaftsstrafrecht & Compliance, Private Clients). Von unseren Standorten in Zürich, Genf und London aus beraten wir Unternehmen, Behörden und Privatpersonen in komplexen, vorwiegend internationalen...

  • Associate - Banking & Finance Litigation - Zürich

    Vor 5 Tagen

    Geneve, Schweiz LALIVE Vollzeit

    LALIVE ist eine führende, international tätige und unabhängige Anwaltskanzlei im Bereich Dispute Resolution (Schiedsverfahren, Prozessführung, Wirtschaftsstrafrecht & Compliance, Private Clients). Von unseren Standorten in Zürich, Genf und London aus beraten wir Unternehmen, Behörden und Privatpersonen in komplexen, vorwiegend internationalen...

  • International Private Bank

    vor 3 Wochen

    Geneve, Schweiz JPMorgan Chase Bank, N.A. Vollzeit

    For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. **Job...

  • Associate Banker Junior Fr-eng

    Vor 2 Tagen

    Geneve, Schweiz Multi Personnel Vollzeit

    Reconnue et incontournable depuis plus de 40 ans, Multi Personnel est une agence spécialisée dans la mise à disposition de personnel administratif et de cadres, temporaire et fixe, dans de nombreux secteurs économiques, tels que la banque, sociétés financières, multinationales, ONG, PME et institutions locales._ - _ - Notre client, une importante...

  • Associate Banker Junior Fr-eng

    vor 4 Wochen

    Geneve, Schweiz Multi Personnel Vollzeit

    Reconnue et incontournable depuis plus de 40 ans, Multi Personnel est une agence spécialisée dans la mise à disposition de personnel administratif et de cadres, temporaire et fixe, dans de nombreux secteurs économiques, tels que la banque, sociétés financières, multinationales, ONG, PME et institutions locales._ - Notre client, une importante banque...

  • Associate Interpreter, Arabic

    Vor 5 Tagen

    Geneve, Schweiz United Nations Vollzeit

    This position is located within the Independent International Commission of Inquiry on the Occupied Palestinian territory, including East Jerusalem, and Israel, pursuant to Human Rights Council Resolution A/HRC/RES/S-30/1. The incumbent will work under the overall supervision of the Coordinator of the Commission. **Responsibilities**: Within delegated...

  • Assistant Private Banking Cee, 100%

    Vor 4 Tagen

    Geneve, Schweiz Yakoubi Associates Vollzeit

    For our client a prestigious Swiss Private Bank in Geneva, we are looking for a talented Assistant Private Banking within the CEE client market. Tasks - Administer the end-to-end account-opening process, taking into consideration local regulatory specificities - Secure strict follow-up of documentation (pending items, middle office and R&C lists) - Assist...