International Private Bank, Client Advisor, Executive Director, Swiss Market
JPMorgan Chase
- Luxemburg Senningerberg, Luxemburg
- Unbefristet
- Vollzeit
- 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
- 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
- Proven experience in people management a plus
- Knowledge of German and/or French and/or Italian a plus