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 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.

Responsibilities

- Generate business results and acquire new assets - Advise clients on their entire balance sheet, including asset allocation, investment management, estate planning, credit, and banking needs - Collaborate with internal specialists to provide clients with interdisciplinary expertise 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 the surrounding regions
• Previous experience in business development with knowledge of customer profiling, negotiation, and proactive acquisition
• Dynamic and credible personality with clear communication and outstanding presentation skills
• Strong organizational skills and disciplined approach to business planning and implementation
• Experience or proven understanding of investments, banking, and fiduciary concepts
• Fluent English and German

Preferred qualifications

• Experience with asset allocation or asset distribution is an advantage.
• 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