Executive Client Advisor – Swiss Private Wealth

Testing Site - JPMC; Zürich; On-site; CHF 110,000 - 180,000; Full time

Job summary

J.P. Morgan's Swiss Private Banking in Zurich is seeking a Client Advisor who will lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and wealth planning.

You will be responsible for the client experience and coordinating resources to deliver a complete wealth management solution. Our Client Advisors are self-starters with a proven track record of success, they are problem solvers who offer tailored advice, build lasting relationships and

Qualifications

• Significant experience in Private Banking with high net worth clients in Zurich region.
• Experience in business development, profiling, negotiation, and referrals.
• Strong communication and presentation skills with a credible, dynamic profile.
• Well organized with disciplined approach to business.
• Knowledge of investments, banking and trust concepts including asset allocation.
• Strong local network and reputation.
• Fluent in English and German.

Responsibilities

• Generate business results and acquire new assets
• Advise clients on 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 goals and objectives to develop investment plans and holistic asset allocation, investment 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 goals

Skills

Client relationship management

New client acquisition

Wealth management knowledge

Communication skills

Presentation skills

Networking

Organizational skills

Fluent English

Fluent German

Job description

J.P. Morgan's Swiss Private Banking in Zurich is seeking a Client Advisor who will lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and wealth planning.

You will be responsible for the client experience and coordinating resources to deliver a complete wealth management solution. Our Client Advisors are self-starters with a proven track record of success, they are problem solvers who offer tailored advice, build lasting relationships and