International Private Bank, Client Advisor, Executive Director, Swiss Market

JPMorgan Chase

  • Luxemburg Senningerberg, Luxemburg
  • Unbefristet
  • Vollzeit
  • 30 Tage her
Job Description:This is an exciting opportunity for you to join a dynamic, diverse team within J.P Morgan's Private Banking business. We are looking for a dynamic Private Banking Advisor willing to take a new challenge including people management. You would lead our Swiss Market team based in Luxembourg. Our Client coverage is mainly centred on onboarding, maintenance and investment through a broad knowledge of banking, investments and financial planning. You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution.Job responsibilities
  • Retain and manage existing book of relationships
  • Generate business results both from existing and new client base (mostly referred); advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
  • Reinforce and position the Luxembourg platform by partnering with our Client Advisors (onshore and offshore) in order to maximize the team strength and achieve common goal
  • Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
  • Lead our Luxembourg based team, providing ongoing coaching, feedback and development to our team members
  • Participate in developing the team's business plan and ensure goals and objectives are being measured and achieved on an individual and team level
  • Partner with internal specialists providing interdisciplinary expertise to clients when needed
  • Strictly adhere to all risk and control policies, regulatory guidelines and security measure
Required qualifications, capabilities and skills
  • Previous experience in Private Banking (Ultra High Net Worth - UHNW)
  • Good understanding of the banking space, cross line of businesses and countries
  • Strong awareness of Private Bank operational framework including digital tools adoption
  • Experience or demonstrated understanding of investments, banking and credit solutions and identification of wealth planning opportunities
  • Achievement oriented, focused on exceeding business goals with sufficient attention to detail and impeccable sense of ethics and values
  • Solid leadership and sales management skills with a strategic thinking
  • Strong relationship management and interpersonal skills, show empathy, strong motivation and positive attitude.
  • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
  • Fluent in English and excellent communication skills - both written and oral - with ability to generate trust with clients through a credible discussion on investment matters
  • Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship
  • Ability to adapt to a rapidly changing business including regulatory and technological environment
Preferred qualifications, capabilities and skills
  • Proven experience in people management a plus
  • Knowledge of German and/or French and/or Italian a plus
About Us: J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our for more information about requesting an accommodation.About the Team: J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​

JPMorgan Chase