Vice President 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 efforts to attract and retain new clients by leveraging your extensive knowledge of investments, banking, trust services, and financial planning. You would also be responsible for the client experience and managing our resources to deliver a comprehensive wealth management solution.

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 to develop and implement an investment plan for their entire balance sheet - 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

- Extensive experience in private banking with high-net-worth individuals in Zurich and the surrounding regions - Previous experience in business development with expertise in client profiling, negotiation, and proactively seeking referrals - Strong organizational skills and a disciplined approach - Experience or demonstrable understanding of investments, banking, and fiduciary concepts - Good reputation and an established network - Fluent in English and German

Preferential requirements

- Experience with asset allocation or distribution of multi-asset class portfolios - Chartered Financial Analyst (CFA) designation is an advantage - Ability to thrive in an entrepreneurial culture that values innovation, customer service, internal partnership, and entrepreneurship - Fluency in French and/or Italian

We offer

A first-class approach to serving our customers, which drives everything we do. We strive to build trusted, long-term partnerships to help our customers achieve their business goals. We recognize that our employees are our strength and that the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion within our company.