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

Finance

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 primarily responsible for the client experience and engaging our resources to deliver a complete wealth management solution to the financial services community. Responsibilities

• Maintain and further develop an existing book of business consisting of Ultra High Net Worth clients focused on Swiss Onshore clients . The Banker will be responsible for prospecting and acquiring new clients and new assets from new and existing clients, as well as leveraging their existing network .
• Responsible for sale and implementation of investment, banking and trust/estate products to core clients
• 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, is introduced to the appropriate product specialists and that accounts are properly maintained and serviced
• Build trust with clients and effectively manage relationships
• Ensure that the proposed products and services maximize the clients' needs, goals and objectives
• Maintain proper documentation, KYC, and necessary risk management activities following processes and procedures governed by corporate policy and Swiss law
• Provide guidance to junior staff
• The candidate's performance will be measured by objectives using specific financial and client satisfaction objectives.