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

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