International Private Bank, Associate Client Advisor - Swiss Onshore Market

Job description

This position offers an exciting opportunity to join a dynamic and diverse team within J.P. Morgan's Swiss private bank. We are looking for exceptionally talented individuals who are collaborative, confident, and motivated to deliver a first-class experience to our clients.

Tasks

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

• 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 customers with interdisciplinary expertise
• Understanding customer needs and goals in order to create and implement an investment plan
• 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

We are looking for candidates with:

• Significant experience in private banking, particularly with high net worth private clients in Zurich and the surrounding area
• Previous experience in business development with knowledge of portfolio, 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 demonstrable understanding of investments, banking, and fiduciary concepts
• Strong reputation and established network
• Fluent English and German

Preferred qualifications

Preference will be given to candidates with:

• Experience in asset allocation or asset distribution
• Chartered Financial Analyst (CFA) certification
• Ability to thrive in a culture that values innovation, customer service, internal partnership, and entrepreneurship
• Fluent French and/or Italian

We offer

We offer an exciting opportunity to join a dynamic and diverse team and deliver a first-class experience for our customers. Our culture of performance, transparency, and partnership is characterized by objective, transparent goals and active teamwork.