Stellenangebot
Senior Associate, Private Banker, Swiss Market
Als Private Banker bei J.P. Morgan in Zürich führen Sie die Akquisition und Betreuung von Neukunden durch und bieten eine umfassende Vermögensverwaltungslösung an. Sie sind für die Kundenbeziehungen verantwortlich und arbeiten eng mit internen Spezialisten zusammen, um individuelle Lösungen zu entwickeln.
Job Summary
As a Private Banker working for J.P. Morgan in Zurich, you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution.
Job Responsibilities
- Generate business results and acquire new assets
- Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
- Partner with internal specialists to provide interdisciplinary expertise to clients when needed
- Understand clients’ goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and lending needs
- Ensure that proposed solutions fulfill clients’ needs and objectives in the short, medium and long term through a holistic goals-based planning approach
- Strictly adhere to all risk and control policies, regulatory guidelines and security measure
- Partner with other Client Advisors in the team to maximize the team strength and achieve team goal
Required Qualifications, Capabilities, and Skills
- Significant experience in Private Banking working with high net worth individuals across Geneva and surrounding regions, whether that be family-owned businesses and entrepreneurs, executives, single family offices or endowments
- Previous business development experience with knowledge in prospecting, negotiation and asking for referrals proactively
- Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
- Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
- Experience in understanding investments, banking and trust concepts including, but not limited to: asset allocation structured products, managed portfolios, brokerage accounts, portfolio reviews, deposit & loan solutions, basic trust and estate products and identification of wealth planning opportunities
- Strong reputation with an established network
- Fluent English and German speaker
Preferred Qualifications, Capabilities, and Skills
- Asset allocation / multi asset class portfolio or sales experience is favorable
- Chartered Financial Analyst (CFA) is a plus
- Ability to thrive in an Internal culture that values innovation, customer service, internal partnership and entrepreneurship
- Fluent French and/or Italian speaker
Wir bieten
Eine dynamische und vielfältige Arbeitsumgebung in einem globalen Finanzdienstleistungsunternehmen.
Karrierechancen und Weiterbildungsmöglichkeiten.
Eine Kultur der Leistung, Transparenz und Partnerschaft.
Ein globales Netzwerk von Investment-Profis und eine umfassende Palette von Vermögensverwaltungs- und Anlageprodukten.
Ein attraktives Arbeitsumfeld in Zürich.
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