Client Advisor - Swiss Onshore Market

Job Summary

• Our Client Advisors work within J.P. Morgan's Swiss Private Banking business to build relationships with both existing and prospective clients, while broadening coverage of product distribution within the overall balance sheet.
• They will partner with other internal specialists to implement solutions to advance clients' overall Wealth Program.
• Our Client Advisors are self-starters with a proven track record of specialist advice to clients.
• You would also be responsible for the client relationship and engaging our resources to deliver a complete relationship management solution.
• Our culture of performance, transparency and partnership is driven to foster success.

Job Responsibilities

• Generate business results and acquire new assets
• Advise clients on their overall balance sheet, including asset allocation solutions, banking, trust services and financial planning
• Partner with internal specialists to provide interdisciplinary expertise to wealth solutions, including supporting structure and advice for private holdings, credit and banking needs
• Understand client's goals and objectives to develop and implement holistic asset allocation, investment management, portfolio construction, credit and banking needs
• Ensure that proposed solutions fulfill clients' needs and objectives, the long-term planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines in compliance across the AML program
• Partner with other Client Advisors in the team in order to maximize team strength and achieve team goal

Required Qualifications, Capabilities, and Skills

• Significant experience in Private Banking working with high net worth individuals and family owned businesses and entrepreneurs
• Previous business development experience with knowledge in managing relationships with clients by earning trust, thoroughly understanding clients' needs, providing tailored solutions, delivering exceptional client service and problem-solving through a broad range of issues. You would also be responsible for the client building long-term client relationships.
• Strong organizational and interpersonal skills with a strategic and understanding of clients' overall Wealth Program
• Dynamic and credible professional who communicates with clients and other professionals (including senior stakeholders such as entrepreneurs)
• Excellent communication and writing skills, with an understanding of various banking and trust concepts
• Experience or demonstrated understanding of investments, including financial planning, investment management, wealth planning, credit and legal products, estate products and identification of wealth, positioning clients within structured portfolios, managed portfolios, brokerage, credit and banking needs
• Strong reputation with an established network
• Fluent English and German speaker
• Fluent French and/or Italian speaker

Preferred Qualifications, Capabilities, and Skills

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