International Private Bank, Wealth Advisor LatAm, Executive Director, Geneva

JOB DESCRIPTION

Responsibilities:

Business Results:

• Work as a team with Latam advisors to deliver on regional business priorities as well as the objectives of the Wealth Advisory team across EMEA
• Support and lead specific initiatives across the Latam space (e.g., intermediary outreach, family offices, family governance, philanthropy and next generation initiatives, events)

Teamwork:

• Partner with the Bankers, Investors and Lending Advisors to support and coordinate delivering first-class service to our clients and prospects
• Proactively inform the team about strategic initiatives, industry trends and regulatory changes affecting the wealth planning universe
• Foster a collaborative and inclusive environment that supports growth and development
• Work as a team with the EMEA Wealth Advisors team and with all the JPMorgan Wealth Advisors teams around the world

Client/Customer/Stakeholder:

• Identify and deliver appropriate solutions addressing the needs of clients and a variety internal and external stakeholders
• Develop ideas to help win new business
• Partner with the advisor team in prosecting activities
• Work in close partnership with J.P. Morgan's corporate tax, compliance, and legal teams to ensure effective management of our business
• Help to build and maintain client relationships with clients
• Develop and maintain regional Wealth Advisory materials
• Cultivate relationships with professional advisors and coordinate the team's strategy with respect to Professional Advisors outreach
• Engage with clients' tax and legal counsel to implement their advice
• Support clients in finding appropriate advisors where required

Risk, Controls and Conduct:

• Exercise sound judgment; act with integrity; protect our company, clients and customers
• A strong approach to managing tax risk is required, both in terms of managing discussions with clients and liaising on these topics with internal stakeholders
• Actively partner across lines of business to drive the risk/control agenda; participate in appropriate control forums
• Facilitate the risk assessment and onboarding of complex structures

Qualifications:

• A proven track record in working with UHNWI clients
• Recognised thought leader/expert with solid knowledge and experience of private client legal and tax concepts
• Lawyers with a background in private client matters are also appreciated
• Commercial mindset and ability to work towards clearly defined metrics
• Genuine interest in developing in the fields of succession planning, family governance, family office and philanthropy strategies, as well as in finance matters
• Ability to work in a diverse multi-cultural environment
• Strong relationship orientation and a self-starter with business development skills
• Accomplished client management skills with requisite gravitas to quickly earn client trust and win confidence
• Well-honed communication, negotiating and influencing skills
• Inherent team orientation with ability to work across the firm and jurisdictions as appropriate
• English fluent, Spanish, Portuguese and French a plus

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.