Vice President Client Advisor—Swiss Onshore Market

Job Description

This is 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.

Job Summary

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 managing our resources to deliver a comprehensive wealth management solution.

Job responsibilities

- Generate business results and acquire new assets - Advise clients on their entire 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 client goals and objectives to develop and implement an investment plan for their entire balance sheet - Strict adherence to all risk and control policies, regulatory guidelines, and security measures

Requirements

• Significant experience in private banking with high net worth individuals in Zurich and surrounding regions
• Previous experience in business development with knowledge of profiling, negotiation, and requesting referrals proactively and effectively
• Dynamic and credible professional who communicates with clarity and possesses exceptional presentation skills
• Strong organizational skills and disciplined approach to business solutions
• Experience or proven understanding of investments, banking, and fiduciary concepts
• Fluent English and German

Preferred qualifications

• Asset allocation/multi-asset class portfolio or sales experience is advantageous
• Chartered Financial Analyst (CFA) is a plus
• Ability to thrive in an entrepreneurial culture that values innovation, customer service, internal partnership, and entrepreneurship
• Fluent French and/or Italian