Executive Director, Private Banker, Swiss Market

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 client’s goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset management, portfolio construction and tactical asset allocation shifts, wealth planning, credit- and banking needs
• Ensure that proposed solutions fulfil 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 measures
• Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal

Required Qualifications, Capabilities, & 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 banking experience with knowledge in profiling, 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 or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit & loan solutions, basic trust & estate products and identification of wealth planning opportunities
• Strong reputation with an established network
• Fluent English and German speaker

Preferred Qualifications, Capabilities, & Skills

• Asset allocation / multi asset class portfolio 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

J.P. Morgan ist ein globaler Führer in Finanzdienstleistungen und bietet strategische Beratung und Produkte für die weltweit bekanntesten Unternehmen, Regierungen, vermögende Privatpersonen und institutionelle Investoren an.

Wir erkennen an, dass unsere Mitarbeiter unsere Stärke sind und die vielfältigen Talente, die sie in unsere globale Belegschaft einbringen, direkt mit unserem Erfolg verbunden sind.

Wir sind ein Arbeitgeber, der Chancengleichheit bietet, und schätzen Vielfalt und Inklusion in unserem Unternehmen.