Stellenangebot
Client Advisor
Als Client Advisor bei J.P. Morgan in Zürich sind Sie für die Betreuung von High-Net-Worth-Individuals zuständig und bieten eine umfassende Vermögensverwaltungslösung an. Ihre Aufgaben umfassen die Kundenakquisition, -bindung und -beratung in den Bereichen Investment, Banking, Trust Services und Finanzplanung.
Job Summary
As a Client Advisor 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 client's goals and objectives and to develop and implement investment plans on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needs
- Ensure that proposed solutions fulfill client's needs and objectives in the short, medium and long term through a holistic goals based planning approach
- Strictly adhere to risk and control policies, regulatory guidelines and security measure
- Partner with other Client Advisors in the team in order 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 Zurich and surrounding regions, whether that be family owned businesses and entrepreneurs, executives, single family offices or endowments
- Previous business development experience with knowledge in profiting, organization 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 or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate processes 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 portfolios or sales experience is favourable
- 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 First-class-Geschäftspraxis, die auf die Bedürfnisse unserer Kunden ausgerichtet ist und durch unsere Mitarbeiter getragen wird.
Wir bieten eine Kultur der Leistung, Transparenz und Partnerschaft, die durch objektive, transparente Ziele und aktive Teamarbeit gefördert wird.
Wir schätzen die Vielfalt unserer Mitarbeiter und bieten gleiche Chancen für alle.
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