Private Banker, Swiss Onshore Clients, Executive Director - Zurich

Private Banker - Swiss Market, Executive Director

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 200,000 employees and operations in over 100 countries. It operates across four business segments including Commercial & Investment Banking, Asset Management, Corporate Banking and Consumer Banking.

The Global Private Bank division of JPMorgan Chase & Co. is part of the Asset Management business. With assets under management of over $1.6 trillion, it is one of the largest asset and wealth managers in the world.

With more than 160 years of experience, J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to ultra-high net worth individuals including entrepreneurs, executives and long-standing family businesses around the world. The Private Bank delivers highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets. Our holistic offering covers every facet of wealth management, including investments, liquidity and credit management, family governance and wealth planning. Our business model focuses on deep client relationships through an integrated team model with a platform of depth and breadth.

Role

The Banker is the face of J.P. Morgan’s Private Banking business. The Banker leads new client acquisition and retention through a broad knowledge of investments, banking, credit solutions and financial planning. This role includes responsibility for the client experience and engaging our resources to deliver a comprehensive wealth management solution to clients. The role is based in Zurich

Responsibilities

• Prospect and acquire ultra-high net worth Swiss resident clients
• Maintain and develop book of business, offering holistic advice and solutions across lines of business centered around clients’ needs and objectives
• Work in a team to leverage and coordinate specialists, including Investor, Credit Advisor and Wealth Advisor to provide interdisciplinary expertise for our most complex clients
• 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 Management policies
• Build trust with clients and effectively manage relationships both externally and internally
• Engage with and develop network with other lines of business
• Help to grow and develop junior talent

Performance will be measured in accordance with specific financial metrics and client satisfaction objectives

Requirements

• Several years’ experience in Private Banking working with ultra-high net worth Swiss resident individuals including family owned businesses and entrepreneurs, executives, single family offices and endowments or related fields within financial services
• Strong network and reputation within the Swiss private client sphere
• Previous business development experience including cold calling to source new client relationships is essential
• Solid experience in prospecting, profiling, negotiation and asking for referrals proactively
• Experience or demonstrated understanding of investments, banking and wealth advisory concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, and identification of wealth planning opportunities
• Achievement oriented, highly disciplined and motivated, focused on exceeding business goals with meticulous attention to detail
• Impeccable sense of ethics and values
• Excellent communication skills, both written and oral
• Ability to adapt to a rapidly changing business environment including regulatory and technological developments
• Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship
• Strong relationship management, presentation and interpersonal skills
• Collaborative team spirit and ability to work effectively in a team are essential
• Fluent in English and German. Knowledge of French and/or Italian is a plus.

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.