Executive Client Advisor, Private Banking – Zurich

Aumni; Zürich; Presencial; CHF 140.000 - 210.000; Jornada completa

Descripción de la vacante

J.P. Morgan in Zurich seeks an Executive Director level Client Advisor to drive new client acquisition and retention with deep expertise in investments, banking and wealth planning.

You will manage client relationships, deliver tailored solutions, and coordinate with internal specialists to create comprehensive wealth-management outcomes. The role emphasizes a high-performance culture, collaboration across markets, and an entrepreneurial mindset to grow assets under management in the Swiss

Formación

• Significant experience in Private Banking across Zurich and surrounding regions.
• Business development experience with profiling, negotiation, and referrals.
• Clear, credible communication and exceptional presentation skills.
• Disciplined, organized approach to business.
• Experience or understanding of investments, banking and trust concepts.
• Strong reputation with an established network.
• Fluent English and German.

Responsabilidades

• Generate business results and acquire new assets.
• Advise clients on balance sheet, asset allocation, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise.
• Develop and implement investment plans, holistic asset allocation.
• Ensure solutions meet client needs with a long-term perspective.
• Adhere to risk policies and regulatory guidelines.
• Collaborate with team to maximize performance.

Conocimientos

Private Banking experience

Business development

Clear communication

Organizational skills

Investments knowledge

Network/reputation

Fluent English and German

Descripción del empleo

J.P. Morgan in Zurich seeks an Executive Director level Client Advisor to drive new client acquisition and retention with deep expertise in investments, banking and wealth planning.

You will manage client relationships, deliver tailored solutions, and coordinate with internal specialists to create comprehensive wealth-management outcomes. The role emphasizes a high-performance culture, collaboration across markets, and an entrepreneurial mindset to grow assets under management in the Swiss