Client Advisor - Swiss Onshore Market

Job Summary

As a Client Advisor at J.P. Morgan in Zurich, you will lead new client acquisition and retention through comprehensive knowledge of investments, banking, fiduciary services, and financial planning. You will also be responsible for the client experience and leverage our resources to deliver a comprehensive wealth management solution.

Job Responsibilities

The tasks include:

• Achieving business results and acquiring new assets
• Advising clients on their overall financial situation, including asset allocation, investment management, estate planning, credit, and banking needs
• Collaborate with internal specialists to provide interdisciplinary expertise to customers when necessary
• Understanding customer allocation, investment management, and objectives in order to develop and implement an investment plan for the entire asset portfolio
• Ensuring that the proposed solutions meet the needs and objectives of customers in the short, medium, and long term through a holistic, goal-oriented planning approach
• Strict compliance with all risk and control guidelines, regulatory guidelines, and security measures
• Collaborate with other client advisors in the team to maximize team strength and achieve team goals

Required Qualifications, Capabilities, and Skills

The requirements include:

• Extensive experience in the private banking industry, working with high net worth individuals in Zurich and the surrounding regions
• Previous experience in business development with knowledge of profitability, negotiation, and proactive acquisition of referrals
• Dynamic and credible professional who communicates with clarity and possesses exceptional presentation skills
• Strong organizational skills and a disciplined approach to business management
• Experience or proven understanding of investments, banking, and fiduciary concepts, including but not limited to: asset allocation, structured products, managed portfolios, brokerage accounts, portfolio reviews, deposit and credit solutions, basic fiduciary and estate products, and the provision of wealth planning opportunities.
• Strong reputation with an established network
• Fluent English and German

Preferred Qualifications, Capabilities, and Skills

Preferred requirements include:

• Asset allocation / Experience with multi-asset class portfolios or sales experience is advantageous
• Chartered Financial Analyst (CFA) is a plus
• Ability to thrive in an internal culture that values innovation, customer service, internal partnership, and entrepreneurship
• Fluent French and/or Italian