UHNW Private Banker, Swiss Domestic Market – ED – Private Wealth Management, Zurich
CDI Geneva (Genève) Sales
Job description
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The
Wealth Management division of JPMorgan Chase & Co. is part of the
Asset & Wealth Management business segment. It has offered for over
160 years customised solutions and client service of the highest
quality to solve the complex needs of wealthy individuals and their
families around the world. With assets under management of $2.4
trillion, it is one of the largest asset and wealth managers in the
world. A Swiss regulated subsidiary of the JPMorgan Chase &
Co. Group of companies, J.P. Morgan (Suisse) SA is a leading provider of
asset & wealth management and global custody services, employing
more than 750 people at both its Geneva headquarters and Zurich branch.The Role: The
Banker is the face of J.P. Morgan's Private Banking business. The
Banker's main focus is to lead new client acquisition through a broad
knowledge of investments, banking, trust services and financial
planning. This role is responsible for business development, the client
experience and engaging our resources to deliver a complete wealth
management solution.Responsibilities: The
Banker's primary responsibility is to prospect and acquire new clients
as well as new assets from new and existing Ultra High Net Worth
clients focused in Switzerland. There will also be responsibility for maintaining and further developing a book of existing business.Responsible
for advising on and implementing investment, banking and trust/estate
solutions for core clients with assistance from the integrated team
(Investor, Capital Advisor and Wealth Advisor).Manage each account to ensure that the client has a completed profile and that accounts are properly maintained and serviced.Build trust with clients and effectively manage relationships.Ensure that the proposed solutions maximize the clients’ needs, goals and objectives.Provide guidance to junior staff.The candidate's performance will be measured by objectives using specific financial and client satisfaction objectives.!|!!*!JPMorgan Chase & Co. is a leading global financial services firm
with assets of more than $2 trillion, over 265,000 employees and
operations in over 60 countries. It operates across four business
segments including Asset & Wealth Management, Commercial Banking,
Consumer and Community Banking, Corporate and Investment Banking.The
Wealth Management division of JPMorgan Chase & Co. is part of the
Asset & Wealth Management business segment. It has offered for over
160 years customised solutions and client service of the highest
quality to solve the complex needs of wealthy individuals and their
families around the world. With assets under management of $2.4
trillion, it is one of the largest asset and wealth managers in the
world. A Swiss regulated subsidiary of the JPMorgan Chase &
Co. Group of companies, J.P. Morgan (Suisse) SA is a leading provider of
asset & wealth management and global custody services, employing
more than 750 people at both its Geneva headquarters and Zurich branch.The Role: The
Banker is the face of J.P. Morgan's Private Banking business. The
Banker's main focus is to lead new client acquisition through a broad
knowledge of investments, banking, trust services and financial
planning. This role is responsible for business development, the client
experience and engaging our resources to deliver a complete wealth
management solution.Responsibilities: The
Banker's primary responsibility is to prospect and acquire new clients
as well as new assets from new and existing Ultra High Net Worth
clients focused in Switzerland. There will also be responsibility for maintaining and further developing a book of existing business.Responsible
for advising on and implementing investment, banking and trust/estate
solutions for core clients with assistance from the integrated team
(Investor, Capital Advisor and Wealth Advisor).Manage each account to ensure that the client has a completed profile and that accounts are properly maintained and serviced.Build trust with clients and effectively manage relationships.Ensure that the proposed solutions maximize the clients’ needs, goals and objectives.Provide guidance to junior staff.The candidate's performance will be measured by objectives using specific financial and client satisfaction objectives.!|!!*!Qualifications: Significant experience in Private Banking working with Ultra High Net individuals and families.Proven
track record in prospecting, profiling, overcoming objections,
negotiation, team selling approach, closing the sale and asking for
referrals.Enthusiasm, appetite and proven experience in
business development and client acquisition from cold calling and
personal networks.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 relationship management and team building skills; views team concept as critical to model.Languages:
Fluency in English and French is mandatory for Geneva and fluency in
English & German is mandatory for Zurich. Any additional language
would be an asset.JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.If you would like to pursue a career with JPMorgan Chase & Co.’s Swiss team, please apply online providing a cover letter and CV in English.Due to legal restrictions, we will only be able to consider applications from applicants with a valid Swiss work permit, or holding a Swiss or European nationality.!|!!*!Qualifications: Significant experience in Private Banking working with Ultra High Net individuals and families.Proven
track record in prospecting, profiling, overcoming objections,
negotiation, team selling approach, closing the sale and asking for
referrals.Enthusiasm, appetite and proven experience in
business development and client acquisition from cold calling and
personal networks.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 relationship management and team building skills; views team concept as critical to model.Languages:
Fluency in English and French is mandatory for Geneva and fluency in
English & German is mandatory for Zurich. Any additional language
would be an asset.JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.If you would like to pursue a career with JPMorgan Chase & Co.’s Swiss team, please apply online providing a cover letter and CV in English.Due to legal restrictions, we will only be able to consider applications from applicants with a valid Swiss work permit, or holding a Swiss or European nationality.!|!!|!Private Banking!|!Private Banking!|!CH-GE-Geneva-Rue de la Confederation 8 (CCA) / 03650!|!CH-GE-Geneva-Rue de la Confederation 8 (CCA) / 03650!|!!|!!|!ASSET MANAGEMENT!|!ASSET MANAGEMENT!|!Full-time!|!Full-time!|!Standard!|!Standard!|!Day Job!|!Day Job!|!!|!!|!!|!!|!J.P. Morgan!|!J.P. Morgan!|!!|!!|!false!|!2141745!|!2141745!|!true!|!2141745!|!false!|!Submission for the position: UHNW Private Banker, Swiss Domestic Market – ED – Private Wealth Management, Zurich - (Job Number: 150111062)!|!false!|!2141745!|!false!|!true!|!https://jpmchase.taleo.net/careersection/jobdetail.ftl?job=150111062&lang=en!|!UHNW Private Banker, Swiss Domestic Market – ED – Private Wealth Management, Zurich!|!true!$!ftlerrors!|!!|!descRequisition.size!|!1!|!descRequisition.nbElements!|!7835!|!descRequisition.isEmpty!|!false!|!descRequisition.hasElements!|!true!|!focusOnField!|!!|!emptyListToken!|!!|!isListEmpty!|!false!|!listCount!|!!|!displayCalloutInLegend!|!true!|!commonDescriptionForAddThis!|!!|!alreadyAppliedColumnDisplayed!|!false!|!displayDraft!|!!|!displaymessage!|!false!|!initialHistoryPage!|!1!|!restoreInitialHistoryOnRefresh!|!false!|!applicationCandidateNo!|!!|!calloutPageDisplayed!|!true!|!descriptionLogginMandatory!|!false!|!displayAsMainHeader!|!false!|!displayListingsPerPage!|!false!|!displayUrgentNeed!|!!|!isApplicantUser!|!true!|!jobsPerPageCaption!|!Job {0} out of {1}!|!listEmptyIsApplicantUser!|!true!|!listLabels!|!!|!listLocales!|!!|!requisitionno!|!2141745!|!interfaceIdForTimeZone!|!requisitionDescriptionInterface!|!isJobCartActionDisplayed!|!true!|!openDescFrom!|!default!|!serializedCriteria!|!!|!sortby!|!11!$!requisitionDescriptionInterface!|!!|!!|!!|!!|!!|!Apply for this position online!|!Apply by Email!|!Apply to this position by email!|!Add this position to the job cart!|!!|!Job Description!|!Corporate Brand!|!FCA regulated role, more details provided at interview !|!Tell us about a friend who might be interested in this job. All privacy rights will be protected.!|!false!|!Tell us about a person who might be interested in working for our organization. All privacy rights will be protected.!|!true!|!!*!Use the Job links above to navigate from one job description to the next.
Use the 'Back to prior page' link to return to your search result page. Do not use the back button in your browser.!|!Apply for this position online!|!Apply to this position by email!|!Add this position to the job cart!|!!|!!|!!|!" />Go to the main content section.|My Account Options|Register / Sign InBeginning of the simulated dialogThis service is set to disconnect automatically after {0} minutes of inactivity. Your session will end in {1} minutes.Click OK to reset the timer to {0} minutes.End of the simulated dialogBeginning of the simulated dialogYou have been signed out.This service is set to sign out after {0} minutes of inactivity.End of the simulated dialogJob SearchMy JobpageJob Search|Jobs Matching My Profile|All JobsMy Submissions|My Job Cart|My Saved Searches|Beginning of the main content section.Return to the home pagePrintable Format -Job Description Qualifications Job Primary LocationOther LocationsOrganization Schedule Job Type Shift Employee Status Travel Refer a friend for this jobRefer a friendRefer a candidateSubmit a candidate's profileHow to Navigate on This Page
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Wealth Management division of JPMorgan Chase & Co. is part of the
Asset & Wealth Management business segment. It has offered for over
160 years customised solutions and client service of the highest
quality to solve the complex needs of wealthy individuals and their
families around the world. With assets under management of $2.4
trillion, it is one of the largest asset and wealth managers in the
world. A Swiss regulated subsidiary of the JPMorgan Chase &
Co. Group of companies, J.P. Morgan (Suisse) SA is a leading provider of
asset & wealth management and global custody services, employing
more than 750 people at both its Geneva headquarters and Zurich branch.The Role: The
Banker is the face of J.P. Morgan's Private Banking business. The
Banker's main focus is to lead new client acquisition through a broad
knowledge of investments, banking, trust services and financial
planning. This role is responsible for business development, the client
experience and engaging our resources to deliver a complete wealth
management solution.Responsibilities: The
Banker's primary responsibility is to prospect and acquire new clients
as well as new assets from new and existing Ultra High Net Worth
clients focused in Switzerland. There will also be responsibility for maintaining and further developing a book of existing business.Responsible
for advising on and implementing investment, banking and trust/estate
solutions for core clients with assistance from the integrated team
(Investor, Capital Advisor and Wealth Advisor).Manage each account to ensure that the client has a completed profile and that accounts are properly maintained and serviced.Build trust with clients and effectively manage relationships.Ensure that the proposed solutions maximize the clients’ needs, goals and objectives.Provide guidance to junior staff.The candidate's performance will be measured by objectives using specific financial and client satisfaction objectives.','!*!JPMorgan Chase & Co. is a leading global financial services firm
with assets of more than $2 trillion, over 265,000 employees and
operations in over 60 countries. It operates across four business
segments including Asset & Wealth Management, Commercial Banking,
Consumer and Community Banking, Corporate and Investment Banking.The
Wealth Management division of JPMorgan Chase & Co. is part of the
Asset & Wealth Management business segment. It has offered for over
160 years customised solutions and client service of the highest
quality to solve the complex needs of wealthy individuals and their
families around the world. With assets under management of $2.4
trillion, it is one of the largest asset and wealth managers in the
world. A Swiss regulated subsidiary of the JPMorgan Chase &
Co. Group of companies, J.P. Morgan (Suisse) SA is a leading provider of
asset & wealth management and global custody services, employing
more than 750 people at both its Geneva headquarters and Zurich branch.The Role: The
Banker is the face of J.P. Morgan's Private Banking business. The
Banker's main focus is to lead new client acquisition through a broad
knowledge of investments, banking, trust services and financial
planning. This role is responsible for business development, the client
experience and engaging our resources to deliver a complete wealth
management solution.Responsibilities: The
Banker's primary responsibility is to prospect and acquire new clients
as well as new assets from new and existing Ultra High Net Worth
clients focused in Switzerland. There will also be responsibility for maintaining and further developing a book of existing business.Responsible
for advising on and implementing investment, banking and trust/estate
solutions for core clients with assistance from the integrated team
(Investor, Capital Advisor and Wealth Advisor).Manage each account to ensure that the client has a completed profile and that accounts are properly maintained and serviced.Build trust with clients and effectively manage relationships.Ensure that the proposed solutions maximize the clients’ needs, goals and objectives.Provide guidance to junior staff.The candidate's performance will be measured by objectives using specific financial and client satisfaction objectives.','!*!Qualifications: Significant experience in Private Banking working with Ultra High Net individuals and families.Proven
track record in prospecting, profiling, overcoming objections,
negotiation, team selling approach, closing the sale and asking for
referrals.Enthusiasm, appetite and proven experience in
business development and client acquisition from cold calling and
personal networks.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 relationship management and team building skills; views team concept as critical to model.Languages:
Fluency in English and French is mandatory for Geneva and fluency in
English & German is mandatory for Zurich. Any additional language
would be an asset.JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.If you would like to pursue a career with JPMorgan Chase & Co.’s Swiss team, please apply online providing a cover letter and CV in English.Due to legal restrictions, we will only be able to consider applications from applicants with a valid Swiss work permit, or holding a Swiss or European nationality.','!*!Qualifications: Significant experience in Private Banking working with Ultra High Net individuals and families.Proven
track record in prospecting, profiling, overcoming objections,
negotiation, team selling approach, closing the sale and asking for
referrals.Enthusiasm, appetite and proven experience in
business development and client acquisition from cold calling and
personal networks.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 relationship management and team building skills; views team concept as critical to model.Languages:
Fluency in English and French is mandatory for Geneva and fluency in
English & German is mandatory for Zurich. Any additional language
would be an asset.JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.If you would like to pursue a career with JPMorgan Chase & Co.’s Swiss team, please apply online providing a cover letter and CV in English.Due to legal restrictions, we will only be able to consider applications from applicants with a valid Swiss work permit, or holding a Swiss or European nationality.','','Private Banking','Private Banking','CH-GE-Geneva-Rue de la Confederation 8 (CCA) / 03650','CH-GE-Geneva-Rue de la Confederation 8 (CCA) / 03650','','','ASSET MANAGEMENT','ASSET MANAGEMENT','Full-time','Full-time','Standard','Standard','Day Job','Day Job','','','','','J.P. Morgan','J.P. Morgan','','','false','2141745','2141745','true','2141745','false','Submission for the position: UHNW Private Banker, Swiss Domestic Market – ED – Private Wealth Management, Zurich - (Job Number: 150111062)','false','2141745','false','true','https://jpmchase.taleo.net/careersection/jobdetail.ftl?job=150111062&lang=en','UHNW Private Banker, Swiss Domestic Market – ED – Private Wealth Management, Zurich','true']);
api.fillForm('bottomBarInterface', []);
api.fillInterface('bottomBarInterface', ['']);
api.updateFloats();
},
init: function() {
var api = _ftl_api;
secform_initForm(document.getElementById('ftlform'));
api.restoreScroll('ftlform');
ftlconfirm_init('topNavInterface','topNavInterface.confirmBeaconReset');
ftlconfirm_init('topNavInterface','topNavInterface.confirmBeaconTimedOut');
ftlUtil_installSessionBeacon('topNavInterface','3600000','2400000','300000');
api.addOnSet('rdPager.currentPage',"ftlPager_refresh('requisitionDescriptionInterface','rdPager')");
ftlPager_init('requisitionDescriptionInterface','requisitionDescriptionInterface.pagerDivID868');
api.addOnSet('rdPager.currentPage',"ftlPager_refresh('requisitionDescriptionInterface','rdPager')");
ftlPager_init('requisitionDescriptionInterface','requisitionDescriptionInterface.pagerDivID2148');
addthis_setup('_cs_addthis_requisitionDescriptionInterface.UP_ADDTHIS', 'en', true);
addthis_setup('_cs_addthis_requisitionDescriptionInterface.BOTTOM_ADDTHIS', 'en', true);
requisition_prepareNoteHiding('requisitionDescriptionInterface');
requisition_setPageTitle('requisitionDescriptionInterface');
}
}
ftlUtil_loadAddthisJS();
_ftl_api.setup();
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