JPMorgan International Private Bank Client Advisor Team Lead Swiss Onshore 

Switzerland, Geneva, Geneva 

225638493

Job responsibilities

• Lead our advisors team based in Geneva, Zurich and Luxembourg (10+), providing ongoing coaching, feedback and development to our team members
• Drive the team’s business plan and ensure goals and objectives are being measured and achieved on an individual and team level
• 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
• Drive business results and acquire new assets, both from deepening existing client base and new client acquisition
• Manage each client relationship to ensure that the client has a completed profile and that accounts are properly maintained and serviced
• Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• 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

• Several years of successful experience in private banking, specifially working with ultra-high net worth Swiss resident individuals
• Established local network and a strong reputation within the Swiss private client sphere
• Previous business development experience with knowledge in profiling, negotiation and proactively building own client base
• Proactive approach on prospect and client meetings, within a goal based approach
• Problem solvers with entrepreneurial mindset, a tenacity to succeed and a passion for delivering world class service to clients
• Proven experience in team management; solid leadership and sales management skills with a strategic thinking
• 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
• Excellent communication skills, both written and oral, with ability to generate trust with clients through a credible discussion on investment matters
• Strong organizational skills and applies a disciplined and organized approach throughout their business
• Fluent in English, native German and/or French speaker

Preferred qualifications, capabilities and skills

• Fluency in Italian
• Previous experience managing across locations