This is an exciting opportunity for you to join a dynamic, diverse team within the Swiss Onshore market of J.P Morgan's Private Banking business, based from Luxembourg. 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 a passion for leading people, 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
- Working as a Client Advisor in a team of 3 with a key focus on client onboarding, maintenance and investment through a broad knowledge of banking, investments and financial planning.
- Responsible for client experience and engaging our resources to deliver a complete wealth management solution
- Retain and manage existing book of relationships; advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
- Reinforce and position the Luxembourg platform by partnering with our Client Advisors (onshore and offshore) in order to maximize the team strength and achieve common goal
- Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
- Participate in developing the team's business plan and ensure goals and objectives are being measured and achieved on an individual and team level
- Partner with internal specialists providing interdisciplinary expertise to clients when needed
- Strictly adhere to all risk and control policies, regulatory guidelines and security measure
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Required qualifications, capabilities and skills
- Previous experience in private banking from Luxembourg
- Good understanding of the banking space, cross line of businesses and countries
- Strong awareness of private bank operational framework including digital tools adoption
- 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
- Strong relationship management and interpersonal skills, show empathy, strong motivation and positive attitude.
- Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
- Fluent in English and German - both written and oral - with ability to generate trust with clients through a credible discussion on investment matters
- Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship
- Ability to adapt to a rapidly changing business including regulatory and technological environment
Preferred qualifications, capabilities and skills
- Fluency / knowledge of French and/or Italian
- Previous exposure to clients in Switzerland
ABOUT US
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.