Executive Private Banker: UHNW Wealth Growth Lead

JPMorgan Chase & Co.; Genf; Vor Ort; CHF 140.000 - 200.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. in Geneva seeks a Private Banker to lead new client acquisition and maintain relationships with ultra high net worth clients connected to the Qatar/Kuwait client team.

You will provide wealth management solutions across investments, banking, trust services and financial planning, delivering a superior client experience. Ideal candidates are self-starters with a proven track record, capable of solving problems, and comfortable engaging internal specialists to tailor holistic

Qualifikationen

• Significant experience in Private Banking serving ultra high net worth individuals.
• Experience with profiling, negotiation and referrals.
• Strong presentation and communication skills.
• Disciplined and organized approach to business.
• Knowledge of investments, banking and trust concepts.
• Established network in the UHNW space.

Aufgaben

• Generate business results and acquire new assets with clients linked to Qatar/Kuwait.
• Advise on overall balance sheet, asset allocation, investment management, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise.
• Develop and implement investment plans across client balance sheets.
• Ensure solutions align with client short, medium and long-term goals.
• Adhere to risk, control policies and regulatory guidelines.
• Collaborate with team to maximize strength and achieve goals.

Kenntnisse

UHNW client experience

Relationship management

Prospecting & referrals

Strong communication

Financial planning

Portfolio knowledge

Regulatory knowledge

Jobbeschreibung

JPMorgan Chase & Co. in Geneva seeks a Private Banker to lead new client acquisition and maintain relationships with ultra high net worth clients connected to the Qatar/Kuwait client team.

You will provide wealth management solutions across investments, banking, trust services and financial planning, delivering a superior client experience. Ideal candidates are self-starters with a proven track record, capable of solving problems, and comfortable engaging internal specialists to tailor holistic