International Private Bank, Associate Client Advisor - Swiss Onshore Market

Job Summary

As a Client Advisor at J.P. Morgan in Zurich, you would lead client acquisition and retention efforts by leveraging your extensive knowledge of investments, banking, trust services, and financial planning. You would also be responsible for the client experience and utilize our resources to deliver a comprehensive wealth management solution.

Job Responsibilities

- Generate business results and acquire new assets - Advise clients on their entire balance sheet, including asset allocation, investment management, wealth planning, and credit and banking needs - Collaborate with internal specialists to provide interdisciplinary expertise to clients as needed - Understand client goals and objectives and develop and implement an investment plan for their entire balance sheet, including holistic wealth management, portfolio construction and tactical asset allocation, wealth planning, and credit and banking needs - Ensure that proposed solutions align with clients’ short-, medium-, and long-term needs and goals through a holistic, goal-oriented planning approach - Strictly adhere to all risk and control policies, regulatory guidelines, and security measures - Collaborate with other Client Advisors on the team to maximize team strength and achieve team goals

Required Qualifications, Capabilities, and Skills

- Extensive experience in private banking with high-net-worth individuals in Zurich and the surrounding regions, including family-owned businesses and entrepreneurs, executives, single-family offices, and foundations - Previous experience in business development with expertise in client profiling, negotiation, and proactively seeking referrals - A dynamic and credible professional who communicates clearly and possesses exceptional presentation skills - Demonstrates strong organizational skills and applies a disciplined and organized approach to business - Experience or demonstrable understanding of investments, banking, and fiduciary concepts, including but not limited to: Asset allocation, structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and credit solutions, basic trust and estate products, and identification of wealth planning opportunities - Good reputation with an established network - Fluent in English and German

Preferred Qualifications, Capabilities, & Skills

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

We offer

A dynamic and diverse work environment where you can use your skills and experience to support our clients. Our culture of performance, transparency, and partnership is characterized by objective, transparent goals and active teamwork designed to foster success.