High Net Worth Banker - Private Bank - VP Job Listing at J.P. Morgan in Switzerland

JPMorgan Chase

J.P. Morgan

Location:
Posted: 12/13/2012
Refreshed: 05/19/2013
Application deadline: None
Type: Full time
Career Level: Not specified
Salary Range: Not specified
Number of Jobs: 1
Relocation Available: No
Show all jobs for J.P. Morgan
Industries
Finance
Description
J.P. Morgan Chase Co. is a leading global financial services firm with assets of more than $2 trillion, over 200,000 employees and operations in over 60 countries. It operates across six business segments including Investment Banking, Commercial Banking, Treasury Securities Services, Asset Wealth Management, Retail Financial Services and Card Services. The Wealth Management division of J.P. Morgan Chase Co. is part of the Asset Wealth Management business segment. It has offered for over 160 years customised solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world. With assets under management of $1.25 trillion, it is one of the largest asset and wealth managers in the world. The 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, trust services and financial planning. This role is responsible for business development, the client experience and engaging our resources to deliver a complete wealth management solution. Responsibilities
  • The Banker will be responsible for prospecting and acquiring new clients and new assets from new and existing clients
  • Maintain and further develop an existing book of business consisting of High Net Worth clients focused on the Swiss Onshore region
  • Responsible for sales and implementation of investment, banking and trust/estate products to core clients as appropriate
  • Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients
  • Manage each account 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
  • Ensure that the proposed products and services maximize the clients' needs, goals and objectives
  • Provide guidance to junior staff
  • The candidate's performance will be measured by objectives using specific financial metrics and client satisfaction objectives

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