Recherche International Private Bank, Senior Associate, Private Banker, Swiss Market

Société: J.P. Morgan (Suisse) SA

Localisation: Geneva

Description de l’offre

Mandaté par une société établie en Suisse Romande, nous sommes à la recherche d’un / une International Private Bank, Senior Associate, Private Banker, Swiss Market… Lire la suite

Rejoignez J.P. Morgan à Zurich en tant que Banquier Privé. Opportunité d’acquérir et de fidéliser des clients dans un environnement collaboratif.TâchesAcquérir de nouveaux clients et générer des résultats commerciaux.Conseiller sur la gestion globale du patrimoine et des investissements.Collaborer avec des spécialistes internes pour des conseils ciblés.CompétencesExpérience significative en banque privée avec des clients fortunés.Excellentes compétences en communication et en présentation.Compétences organisationnelles solides et approche disciplinée.Job DescriptionJob SummaryAs a Private Banker working for J.P. Morgan in Zurich, you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution.Our Private Banker are self-starters with a proven track record of success, they are skilled problem solvers who offer specialized advice to clients. You would manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster success.Job ResponsibilitiesGenerate business results and acquire new assetsAdvise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needsPartner with internal specialists to provide interdisciplinary expertise to clients when neededUnderstand 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 needsEnsure that proposed solutions fulfil clients’ needs and objectives in the short, medium and long term through a holistic goals based planning approachStrictly adhere to all risk and control policies, regulatory guidelines and security measurePartner with other Client Advisors in the team in order to maximize the team strength and achieve team goalRequired Qualifications, Capabilities, and SkillsSignificant experience in Private Banking working with high net worth individuals across Geneva and surrounding regions, whether that be family owned businesses and entrepreneurs, executives, single family offices or endowments.Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactivelyDynamic and credible professional who communicates with clarity and has exceptional presentation skillsDemonstrates strong organizational skills and applies a disciplined and organized approach throughout their businessExperience 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 opportunitiesStrong reputation with an established networkFluent English and German speakerPreferred Qualifications, Capabilities, and SkillsAsset allocation / multi asset class portfolio or sales experience is favourableChartered Financial Analyst (CFA) is a plusAbility to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurshipFluent French and/or Italian speakerAbout UsAbout the TeamSimilar Jobs Lire la suite

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✅ Recherche International Private Bank, Senior Associate, Private Banker, Swiss Market
⚙️ Société: J.P. Morgan (Suisse) SA
🇨🇭 Lieu: Geneva

Identification de l’offre: A250-2025-04-07T09:58:45+02:00-60CH-89

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