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 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.

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, including holistic wealth management, portfolio construction and tactical asset allocation, wealth planning, and credit and banking needs - Ensure that proposed solutions meet 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

Requirements

- Experience in the private banking sector, particularly in working with high-net-worth private clients in Zurich and the surrounding regions - 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

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

We offer

This is 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 driven by objective, transparent goals and active teamwork to foster success.