Client Advisor, Middle East, Associate / Vice President - Geneva

This is an exciting opportunity to join a dynamic, diverse team within the Middle East and Turkey market of J.P Morgan’s EMEA Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our integrated and diverse platform we deliver highly customized market leading solutions to help clients with the many challenges and complexities they face in the ever evolving financial services space.

The Role

The Client Advisor is the face of our Private Banking business, opening up J.P. Morgan’s entire Wealth Management platform to clients. Client Advisors contribute to the growth of the business through deepening existing client relationships and new client acquisition. This starts with working with clients to identify their goals and then using J.P. Morgan’s investments, banking, lending and financial planning platform to put forward the right solutions. A core understanding of these products/services and an ability to clearly communicate them with clients is vital. The client Advisor also needs to be comfortable coordinating J.P. Morgan’s vast resources, across multiple teams, to deliver a complete wealth management solution.

The best Client Advisors are self-starters with an unwavering work ethic and proven track record of success. They are skilled problem solvers who offer specialized advice to clients. For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career.

Key Responsibilities

• Manage relationships with our clients by thoroughly understanding their needs, developing thoughtful solutions and delivering them an exceptional client experience.
• Drive the business results of your own book of business by deepening existing client relationships and working with the rest of the team on new client acquisition.
• Provide holistic advice across a client’s entire balance sheet, including asset allocation, investment management, wealth planning, lending solutions and other banking needs.
• Conduct investment reviews with clients to validate investment objectives, prepare recommendations and ensure that proposed solutions appropriately fulfil client goals.
• Manage each client relationship to ensure that the client has a completed profile and that accounts are properly maintained and serviced, specifically adhering to J.P. Morgan Risk and Control Management policies, regulatory guidelines and security measures.

Your Background and Skillset

• A self-starter that is well organised, articulate and takes pride in what you do.
• Several years’ experience working in Private Banking/Wealth Management.
• Strong relationship management skills with previous business development experience - including profiling, negotiation and asking for referrals proactively.
• An ability to manage and grow your own book of business.
• Demonstrated understanding of financial markets, investment products, credit, banking and wealth advisory concepts.
• Achievement oriented, focused on exceeding goals with sufficient attention to detail.
• Great team player that is excited to join a young and growing team.
• Impeccable sense of ethics and values, with an ability to adapt to an ever changing regulatory environment.
• Fluent in English. Knowledge of Arabic is not required but would be beneficial.

J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management with client assets of over $2.7trillion. Our clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.