JPMorgan International Private Bank Client Advisor Swiss Market 

Luxembourg 

63403041

Job responsibilities

• Working as a Client Advisor in a team of 3 with a key focus on client onboarding, maintenance and investment through a broad knowledge of banking, investments and financial planning.
• Responsible for client experience and engaging our resources to deliver a complete wealth management solution
• Retain and manage existing book of relationships; advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Reinforce and position the Luxembourg platform by partnering with our Client Advisors (onshore and offshore) in order to maximize the team strength and achieve common goal
• Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Participate in developing the team’s business plan and ensure goals and objectives are being measured and achieved on an individual and team level
• 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

• Previous experience in private banking from Luxembourg
• Good understanding of the banking space, cross line of businesses and countries
• Strong awareness of private bank operational framework including digital tools adoption
• 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
• Strong relationship management and interpersonal skills, show empathy, strong motivation and positive attitude.
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Fluent in English and German - both written and oral - with ability to generate trust with clients through a credible discussion on investment matters
• Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship
• Ability to adapt to a rapidly changing business including regulatory and technological environment

Preferred qualifications, capabilities and skills

• Fluency / knowledge of French and/or Italian
• Previous exposure to clients in Switzerland