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International Private Bank, Wealth Advisor LatAm, Executive Director, Geneva
senior · Other
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