International Private Bank, Associate Client Advisor - Swiss Onshore Market

Tasks

As a Client Advisor at J.P. Morgan in Zurich, you will manage new client acquisitions and relationships 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

• Generate results and acquire new assets
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit, and banking needs.
• Collaborate with internal specialists to provide interdisciplinary expertise to clients when necessary
• Understand customer goals and objectives in order to develop and implement an investment plan for their entire balance sheet
• Ensure that proposed solutions meet customer needs and objectives in the short, medium, and long term.
• 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

Requirements

• Significant experience in private banking with high net worth individuals in Zurich and surrounding regions
• Previous experience in business development with knowledge of profit, negotiation, and proactive acquisition of referrals
• Dynamic and credible professional with clear communication and outstanding presentation skills
• Strong organizational skills and a disciplined approach to business management
• Experience or proven knowledge in investments, banking, and fiduciary concepts
• Strong reputation with an established network
• Fluent English and German

Preferred qualifications

• Asset allocation / Experience with multi-asset class portfolios or sales experience is an advantage
• 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

We offer

A dynamic and diverse work environment where you can use your skills and knowledge to deliver a first-class experience for our customers. We offer a culture of performance, transparency, and partnership driven by objective, transparent goals and active teamwork.