International Private Bank, Client Advisor Team Lead, Swiss Onshore

This is an exciting opportunity to join a dynamic, diverse team within J.P Morgan’s EMEA Private Banking business. We are actively looking for a player-coach leading a group of 10+ advisors across three locations (Geneva / Zurich / Luxemburg). Our advisors are 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. 

Job responsibilities

• Lead our advisors team based in Geneva, Zurich and Luxembourg (10+), providing ongoing coaching, feedback and development to our team members


• Drive the team’s business plan and ensure goals and objectives are being measured and achieved on an individual and team level 


• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience


• Drive business results and acquire new assets, both from deepening existing client base and new client acquisition


• Manage each client relationship to ensure that the client has a completed profile and that accounts are properly maintained and serviced


• Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach


• 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

• Several years of successful experience in private banking, specifially working with ultra-high net worth Swiss resident individuals


• Established local network and a strong reputation within the Swiss private client sphere


• Previous business development experience with knowledge in profiling, negotiation and proactively building own client base


• Proactive approach on prospect and client meetings, within a goal based approach


• Problem solvers with entrepreneurial mindset, a tenacity to succeed and a passion for delivering world class service to clients


• Proven experience in team management; solid leadership and sales management skills with a strategic thinking


• 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


• Excellent communication skills, both written and oral, with ability to generate trust with clients through a credible discussion on investment matters 


• Strong organizational skills and applies a disciplined and organized approach throughout their business


• Fluent in English, native German and/or French speaker 

Preferred qualifications, capabilities and skills

• Fluency in Italian


• Previous experience managing across locations