Senior Private Banker: UHNW Wealth & Strategy

JPMorganChase; Genf; Vor Ort; CHF 150.000 - 210.000; Vollzeit

Zusammenfassung

J.P. Morgan Private Banking in Geneva seeks an experienced Private Banker to lead new client acquisition and retention for UHNW clients in the Qatar/Kuwait markets, delivering comprehensive wealth management solutions with a focus on investments, banking, and trust services.

Ideal candidates will be self-starters with a proven enterprise mindset, capable of collaborating across markets and leveraging internal specialists to meet bespoke client needs and deliver exceptional client experiences.

Qualifikationen

• Significant private banking experience with UHNW clients from Qatar/Kuwait.
• Business development experience with profiling, negotiation and referrals.
• Dynamic, credible professional with clear communication and presentation skills.
• Disciplined and organized approach to business.
• Experience in investments, banking and trust concepts including asset allocation & wealth planning.
• Strong reputation with an established network.

Aufgaben

• Generate business results and acquire new assets with clients linked to Qatar/Kuwait.
• Advise clients on 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.
• Develop investment plans on client balance sheet with holistic asset allocation, investment management and portfolio construction.
• Ensure that proposed solutions fulfil clients' needs and objectives in short, medium and long term through goals-based planning.
• Strictly adhere to risk and control policies, regulatory guidelines and security measures.
• Partner with other Client Advisors to maximize team strength and achieve team goals.

Kenntnisse

Private Banking experience

New client acquisition

Relationship management

Interdisciplinary collaboration

Financial planning knowledge

Strong presentation skills

Networking ability

Ausbildung

CFA certification

Jobbeschreibung

J.P. Morgan Private Banking in Geneva seeks an experienced Private Banker to lead new client acquisition and retention for UHNW clients in the Qatar/Kuwait markets, delivering comprehensive wealth management solutions with a focus on investments, banking, and trust services.

Ideal candidates will be self-starters with a proven enterprise mindset, capable of collaborating across markets and leveraging internal specialists to meet bespoke client needs and deliver exceptional client experiences.