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JPMorgan International Private Bank UHNW Client Advisor 
Zambia, Central Province 
330569805

18.09.2025

Key Responsibilities:

  • Develop, manage, and deepen long-term client relationships by leveraging professional networks and delivering exceptional service across all facets of wealth management.
  • Partner closely with product specialists and internal teams to propose, execute, and deliver tailored investment and wealth solutions that align with each client’s unique objectives.
  • Serve as a trusted advisor, providing clients with strategic market insights, portfolio updates, and investment opportunities across asset classes, while proactively identifying new business opportunities.
  • Ensure seamless client onboarding and ongoing relationship management, including KYC updates, suitability assessments, and coordination of client meetings and transactions.
  • Collaborate with cross-functional teams to ensure compliance with regulatory requirements, risk management protocols, and internal policies, maintaining the highest standards of integrity.
  • Monitor and report on client portfolios, Assets Under Management (AUM), and revenue performance using internal systems, supporting data-driven decision-making.
  • Drive business growth by expanding the client base through networking, cross-selling opportunities, and delivering holistic family wealth management solutions.

Required Qualifications & Skills:

  • Bachelor’s degree or equivalent, with a minimum of 12 years’ experience in wealth management and proven expertise in client and stakeholder management.
  • Strong communication skills (oral and written), with the ability to engage and influence clients and internal partners effectively.
  • Demonstrated organizational and prioritization skills, operating with high integrity and risk awareness.
  • Collaborative team player, comfortable working across diverse business functions and reporting to senior management.

Preferred Qualifications:

  • Prior experience in a wealth management or private banking firm, with direct client coverage in investment advisory and relationship management.
  • Solid understanding of private banking regulatory and control environments, with the ability to manage accounts in accordance with industry standards.