Senior UHNW Wealth Advisor — Family Office & Governance

Testing Site - JPMC; Genf; In loco; CHF 120.000 - 180.000; Tempo pieno

Descrizione del lavoro

J.P. Morgan Asset & Wealth Management in Geneva seeks a Wealth Advisor to work with the MENAT banking team, delivering tailored wealth planning and advisory services to UHNW clients from the region.

You will collaborate with bankers, investors and lending advisors to address complex needs, focusing on family governance, succession planning, and cross-border structuring, while ensuring robust client service and governance. Fluency in English; Arabic is a plus.

Competenze

• Proven track record with UHNW clients.
• Recognised thought leader in private client legal and tax concepts.
• Lawyers with a private client background are appreciated.
• Fluency in English; Arabic a plus.

Mansioni

• Collaborate with MENAT advisors to deliver regional priorities for Wealth Advisory in EMEA.
• Coordinate with Bankers, Investors and Lending Advisors to provide first-class service to clients and prospects.
• Develop regional Wealth Advisory materials and guidance for clients and advisors.
• Engage with clients' tax and legal counsel to implement strategies and governance.

Conoscenze

UHNW client experience

Private client tax knowledge

Relationship management

Cross-border wealth planning

English fluency

Descrizione del lavoro

J.P. Morgan Asset & Wealth Management in Geneva seeks a Wealth Advisor to work with the MENAT banking team, delivering tailored wealth planning and advisory services to UHNW clients from the region.

You will collaborate with bankers, investors and lending advisors to address complex needs, focusing on family governance, succession planning, and cross-border structuring, while ensuring robust client service and governance. Fluency in English; Arabic is a plus.