Private Banking VP — Wealth Strategy & Advisory

JPMorgan Chase & Co.; Sweden; On-site; SEK 1,000,000 - 1,600,000; Full time

Job summary

JPMorgan Chase & Co. in Sweden is seeking a Client Advisor, Vice President who would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning, and who would deliver a complete wealth management solution.

You would manage relationships with clients by earning trust, understanding needs, providing targeted advice and developing thoughtful solutions, while collaborating with internal specialists and ensuring an exceptional

Qualifications

• Significant experience in Private Banking working with ultra high net worth individuals or related fields within financial services.
• Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively.
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business.
• 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.
• Strong reputation with an established network.

Responsibilities

• Generate business results and acquire new assets, both from existing client base and new client acquisition.
• Advise clients on their overall 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.
• Understand client's goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needs.
• Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach.
• Strictly adhere to all risk and control policies, regulatory guidelines and security measure.
• Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal.

Skills

Private Banking

Business Development

Presentation Skills

Organizational Skills

Investments & Trust

Established Network

Job description

JPMorgan Chase & Co. in Sweden is seeking a Client Advisor, Vice President who would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning, and who would deliver a complete wealth management solution.

You would manage relationships with clients by earning trust, understanding needs, providing targeted advice and developing thoughtful solutions, while collaborating with internal specialists and ensuring an exceptional