International Private Bank, Banker, Sverige, Vice President at JPMorgan Chase & Co.

Jobbbeskrivning:

Senaste jobbinformationen från JPMorgan Chase & Co. för tjänsten som International Private Bank, Banker, Sverige, Vice President. If the International Private Bank, Banker, Sverige, Vice President lediga tjänsten i Sverige matchar dina kvalifikationer, vänligen skicka din senaste ansökan eller CV direkt via den uppdaterade Jobkos-portalen.

Observera att det inte alltid är enkelt att söka jobb, eftersom kandidater måste uppfylla vissa krav från företaget. Vi hoppas att karriärmöjligheten hos JPMorgan Chase & Co. för tjänsten som International Private Bank, Banker, Sverige, Vice President nedan matchar din profil.

As a Client Advisor, Vice President in Sverige you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution.

Our Client Advisors are self‑starters with a proven track record of success, they are skilled problem solvers who offer specialized advice to clients. You would 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.

Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster success.

Job responsibilities:

• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset alPlats, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Understand client's goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset alPlats, investment management, portfolio construction and tactical asset alPlats shifts, wealth planning, credit and banking needs
• Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures
• Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal

Required qualifications, capabilities and skills:

• Significant experience in Private Banking working with ultra high net worth individuals or related fields within financial services
• Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset alPlats on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
• Strong reputation with an established network

Preferred qualifications, capabilities and skills:

• Asset alPlats / multi asset class portfolio or sales experience is favorable
• Chartered Financial Analyst (CFA) is a plus
• Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship

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Om tjänsten:

• Företag: JPMorgan Chase & Co.
• Tjänst: International Private Bank, Banker, Sverige, Vice President
• Arbetsplats: Sverige
• Land: SE

Så här skickar du in en ansökan:

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