New Client Onboarding Team Lead - Vice President jobs at Jpmorgan in Switzerland, Geneva
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Company (1)
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Job title (1)
Switzerland
Geneva
16 jobs found
10.01.2025
JPM
JPMorgan International Private Bank Investment Specialist Vice Presid... Switzerland, Geneva, Geneva
Plays a leading role in the investment dialogue with clients. Advise clients on holistic asset allocation and portfolio construction and tactical asset allocation shifts. Executes investment solutions in client accounts...
Act as a subject matter expert on KYC / AML requirements and related policies and procedures. Maintain a governance and reporting structure to ensure objectives are clearly defined and deliverables...
Process new account opening requests in a timely and efficient manner, with the highest standards of quality and care. Ensure the business is compliant with all Bank policies and global...
End to end, full lifecycle recruitment, from direct approaches, applicant management through to completion. Ownership of a client group or multiple client groups within IPB. Source qualified candidates through a...
Manage and supervise a team of 5 onshore employees. Conduct oversight responsibilities of Asset Servicing offshore teams in Mumbai and Manila. Deliver Excellent Service: You are accountable for the execution,...
Responsible for prospecting and acquiring new clients and new assets from new and existing clients. Maintain and further develop an existing book of business consisting of Ultra High Net Worth...
Develop deep relationships across your client base with particular emphasis on investment decision makers, portfolio managers, research analysts, etc. Prepare and deliver product presentations to prospective and existing clients at...
Plays a leading role in the investment dialogue with clients. Advise clients on holistic asset allocation and portfolio construction and tactical asset allocation shifts. Executes investment solutions in client accounts...
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