International Private Bank, Executive Director

Vor 7 Tagen


Genf GE, Schweiz JPMorgan Chase Vollzeit

This is an exciting opportunity for you to join a dynamic, diverse team within the Swiss 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 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 Summary**

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, trust services and financial planning. This role is also responsible for the client experience and engaging our resources to deliver a complete wealth management solution.

**Responsibilities**:

- The Banker will be responsible for prospecting and acquiring new clients and new assets from new and existing clients in Switzerland
- Maintain and further develop an existing book of business consisting of Ultra High Net Worth clients from Switzerland
- Responsible for sales and implementation of investment, banking and trust/estate products to core clients as appropriate
- Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate 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, specifically adhering to J.P. Morgan Risk Management policies
- Build trust with clients and effectively manage relationships
- Ensure that the proposed products and services maximize the clients' needs, goals and objectives

**Required Qualifications, Capabilities, and Skills**
- Significant experience working with Ultra High Net Worth Swiss domestic clients
- Previous business development experience
- Achievement oriented, focused on exceeding business goals with sufficient attention to detail
- Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
- Excellent communication skills, both written and oral
- Strong relationship management and team building skills; views team concept as critical to mode

**Preferred Qualifications, Capabilities, and Skills**
- 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
- Ability to adapt to a rapidly changing business including regulatory and technological environment

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.



  • Genf, Genf, Schweiz Description This Vollzeit

    DescriptionThis is an exciting opportunity for you to join a dynamic, diverse team within the Swiss 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...

  • Private Banker

    Vor 7 Tagen


    Genf, GE, Schweiz Ateca Consulting Vollzeit

    Private Bankers are required by a leading privately owned banking institution in Switzerland. The following skills and experience are required: - Minimum 5 years’ experience as a Private Banker/ Relationship manager - Current client base exceeding $250 million. - Minimum of five years of experience with your existing bank. - Expertise in managing...

  • Private Banker

    vor 2 Wochen


    1204 Genf, GE, Schweiz ALBEDIS Vollzeit

    **INTRODUCTION**: FOR OUR CLIENT, A SWISS PRIVATE BANK, WE ARE LOOKING FOR A **PRIVATE BANKER - SWEDEN** POSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMED **ASSIGNMENT DESCRIPTION**: - Prospecting and acquiring new clients and new assets of **U/HNWI** private clients from the **Swedish** market - **Advising **both existing as well as new clients on all...


  • Genf, GE, Schweiz Bank J. Safra Sarasin Vollzeit

    Job Summary Business unit Private Banking / CRM Location Geneva, CH Activity rate 100% Publication date 08.08.2024 Reference 2561 About us As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of...


  • Genf, Genf, Schweiz JPMorgan Chase Vollzeit

    The 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...


  • Genf, Genf, Schweiz JPMorganChase Vollzeit

    Job 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...

  • Private Banker

    vor 2 Wochen


    Genf, Genf, Schweiz Citi Vollzeit CHF 120'000 - CHF 240'000 pro Jahr

    Citi Private Bank is a trusted advisor to the world's wealthiest, most influential individuals and families. Like Citi's government, institutional and multinational corporate clients, Citi Private Bank clients receive bespoke service and access to the best ideas and solutions tailored to their unique needs and aspirations.Among its select clients are a...


  • Genf, Genf, Schweiz JPMorganChase Vollzeit

    Job DescriptionThis is an exciting opportunity to join a dynamic, diverse team within J.P 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...

  • Private Banker

    vor 2 Wochen


    Genf, Genf, Schweiz Citi Vollzeit CHF 100'000 - CHF 150'000 pro Jahr

    Discover your future at CitiWorking at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.Job OverviewCiti Private Bank is a trusted advisor to the world's wealthiest,...

  • Managing Director

    Vor 3 Tagen


    Genf, GE, Schweiz Keller Executive Search Vollzeit

    Our client is a prominent financial group. They offer a comprehensive range of financial solutions including commercial banking, private wealth management, investment and mutual funds, treasury and foreign exchange, asset financing and leasing, and project financing. The group also has significant interests in the insurance sector, providing motor, property,...