International Private Bank, Suisse Client Experience Lead
vor 24 Stunden
The International Private Bank Client Experience team (IPB CX) is dedicated to delivering an exceptional experience for our clients and prospects. Through a proactive, coordinated, and inclusive approach, the CX team collaborates across various facets of the Private Bank, including Front Office Advisors, Client Service, Digital and Data Transformation, Operations, Privacy, Compliance, Legal, and Controls. In this role, you will provide team leadership, managing and addressing client complaints, conducting root cause and trend analysis, and sharing insights across the Private Bank to prevent future issues. With the diverse scope of complaint subject matter, this role offers the opportunity to learn from and collaborate with colleagues and Senior Leadership across multiple teams within the Private Banking business. You will be self-motivated, client- and outcome-focused with an innovative critical thinking mindset. Your style and communication skills will foster teamwork and collaboration with all stakeholders and partners. Possessing an attention to detail, and outstanding analytical and research skills, as well as a passion for improving experiences, including proposed enhancements to existing systems and processes for an improved client and employee experience.Job Responsibilities:Complaint handling: Effectively manage and resolve complaints from clients, related parties, and prospects of the IPB, ensuring compliance with regulatory requirements and deadlines. Write formal response letters incorporating financial and legal terminology as needed.Collaboration: Partner with client-facing, operations, legal and compliance teams to address and resolve complaints Process Improvement: Continuously assess the current complaint handling process and reporting mechanisms. Suggest improvements to increase efficiency, better serve complainants, and further streamline the complaint handling process.Root cause analysis: Conduct comprehensive complaint investigations to identify the underlying causes of complaints. Develop and propose strategies to prevent recurrence, enhancing client satisfaction and optimizing business processes related to JPM products, procedures, or personnel.Management Reporting: Provision of reporting to senior stakeholders and governance committees. Present findings and recommendations to senior leadership and market teams, establishing yourself as a subject matter expert.Regulatory Compliance: Ensure all complaint handling activities strictly adhere to regulatory standards and are meticulously documented.Team Leadership: Lead, mentor, and develop a high-performing team, fostering professional growth and a culture of excellence.Required Qualifications, Capabilities and Skills:6+ years of securities industry experienceDemonstrated success in talent development, team motivation and leadership.Program management mindset and strong analytical/critical thinking skills.Excellent influencing, cross cultural communication, and presentation skills, with the ability to articulate complex information clearly and concisely to all audiences. Ability to work independently and as part of a team in a fast-paced environment with ability to manage multiple tasks and meet deadlines. Full professional proficiency in French and English, including advanced knowledge of financial and banking terminology in both languagePrevious experience in Private Banking, including familiarity with investment products, and financial and legal terminology. Complaint or feedback handling experience
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Geneva, GE, Schweiz JPMorganChase Vollzeit CHF 90'000 - CHF 120'000 pro JahrJOB DESCRIPTIONThe International Private Bank Client Experience team (IPB CX) is dedicated to delivering an exceptional experience for our clients and prospects. Through a proactive, coordinated, and inclusive approach, the CX team collaborates across various facets of the Private Bank, including Front Office Advisors, Client Service, Digital and Data...
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International Private Bank, Employee
vor 23 Stunden
Geneva, Schweiz JPMorgan Chase & Co. VollzeitThe International Private Bank Employee (IPB) and Client Experience Team (ECX) is dedicated to delivering a first-class experience for IPB employees, clients, and prospects across all channels and touchpoints. Through a proactive, coordinated, and innovative approach, ECX partners with stakeholders across all aspects of the International Private Bank. We are...
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Private Banker – Geneva
vor 3 Wochen
Geneva, Schweiz Redstone Private Banking Search VollzeitRedstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a...
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Private Banker – Geneva
vor 1 Woche
Geneva, Schweiz Redstone Private Banking Search VollzeitRedstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a...
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Geneva, Schweiz JPMorgan Chase & Co. VollzeitThis is an exciting opportunity to join a dynamic, diverse team within 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 clients. If you have an entrepreneurial mind-set and are looking to constantly challenge...
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Geneva, Schweiz JPMorgan Chase & Co. VollzeitThis is an exciting opportunity to join a dynamic, diverse team within 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 clients. If you have an entrepreneurial mind-set and are looking to constantly challenge...
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vor 2 Wochen
Geneva, Schweiz JCW Search Ltd VollzeitSenior Private Banker – Geneva Location: Geneva, SwitzerlandLanguage Requirement: Fluent in English (additional languages a plus)Experience: Extensive experience in international/EU markets Job Description: We are seeking a highly skilled and motivated Senior Private Banker to join our prestigious team based in Geneva. The ideal candidate will have a deep...
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International Private Bank, Employee
vor 2 Wochen
Geneva, GE, Schweiz JPMorganChase Vollzeit CHF 60'000 - CHF 80'000 pro JahrJOB DESCRIPTIONThe International Private Bank Employee (IPB) and Client Experience Team (ECX) is dedicated to delivering a first-class experience for IPB employees, clients, and prospects across all channels and touchpoints. Through a proactive, coordinated, and innovative approach, ECX partners with stakeholders across all aspects of the International...
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vor 23 Stunden
Geneva, Schweiz 01288 Citibank (Switzerland) AG VollzeitCiti Private Bank is a trusted advisor to the world’s wealthiest, most influential individuals and families. Citi Private Bank clients receive bespoke services and access to global solutions, tailored to their unique needs.Among its select clients are a third of the world’s billionaires, many of whom are globally minded entrepreneurs with an...
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Client Lifecycle Management Analyst
Vor 2 Tagen
Geneva, Schweiz HSBC Private Bank VollzeitBeing part of HSBC in Switzerland, you’ll help evolve and grow our business. The Client Lifecycle Management Analyst is responsible for managing all Client Lifecycle Management tasks related to Customer life cycle events. Are you interested ? Do you have a proven working knowledge of AML, regulatory compliance and controls within the Swiss Private Banking...
