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International Private Bank, Vice President,… at Chase · Luxembourg

Entry LevelOn-siteFull-timeLuxembourg, Luxembourg, Luxembourg

Job Description

International Private Bank, Vice President, Private Banker

Location: Luxembourg, Luxembourg, Luxembourg

This is an exciting opportunity to join a dynamic, diverse team within J.P Morgan’s Private Banking business. 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 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 Summary

As a Private Banker working for J.P. Morgan and based in Luxembourg, you would lead new client acquisition and retention across the Irish market 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 Private Bankers 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

To generate business results and acquire new assets across Ireland
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Travel to Ireland when required to facilitate business development and client engagement
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 allocation, investment management, portfolio construction and tactical asset allocation 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 measure
Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal

Required Qualifications, Capabilities, and Skills

Experience working with high net worth individuals, whether that be individuals with family owned businesses, entrepreneurs, corporate executives, single family offices or endowments/foundations/charities
Previous business development experience with knowledge in profiling, negotiation and pro-active referral generation
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 allocation 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

A network and track record of performance
Prior experience with Irish clients would be advantageous
Asset allocation / multi asset class portfolio exposure
Chartered Financial Analyst (CFA) is a plus
Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship

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.