JPMorgan International Private Bank Executive Director 

Switzerland, Zurich, Zurich 

598344637

Job responsibilities

• Drive business results and acquire new assets, either via new to bank clients or via increasing share of wallet
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Understand client's goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needs
• Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measure
• Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal
• Manage an existing team of Client Advisors and contribute to the continued growth of this

Required qualifications, capabilities and skills

• Significant experience in Private Banking working with Swiss resident, high net worth individuals
• Strong reputation with an established network within the Swiss onshore private client sphere
• Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience or 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 reputation complimented by a detailed business plan
• Previous people management experience
• Fluent in English and German native

Preferred qualifications, capabilities and skills

• Knowledge of French and/or Italian