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 banking business. 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 efforts by leveraging your comprehensive knowledge of investments, banking, trust services, and financial planning. You would also be responsible for the client experience and ensure that our resources 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 transactions - 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 - Ensure that proposed solutions meet clients’ needs and goals 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

- Experience in the private banking sector, particularly in working with high-net-worth private clients in Zurich and the surrounding area - Experience in business development, with expertise in client profiling, negotiation, and proactively seeking referrals - A dynamic and credible professional with clear communication and outstanding presentation skills - Strong organizational skills and a disciplined approach - Experience or demonstrable understanding of investments, banking, and fiduciary concepts - A good reputation and an established network - Fluent in English and German

Preferred qualifications

- Experience with asset allocation or the distribution of investment products - Chartered Financial Analyst (CFA) certification is a plus - Ability to thrive in a culture that values innovation, customer service, internal collaboration, and entrepreneurship - Fluent in French and/or Italian

We offer

An exciting opportunity to join a dynamic and diverse team and pursue career opportunities within a global financial services group.