International Private Bank, Associate Client Advisor - Swiss Onshore Market - Geneve

Testing Site - JPMC; Genf; On-site; CHF 120,000 - 180,000; Full time

Job summary

J.P. Morgan in Geneva seeks an experienced Client Advisor to drive new client acquisition and retention through deep knowledge of investments, banking, trust services and financial planning.

You will own the client experience and orchestrate resources to deliver comprehensive wealth management solutions. The role requires a self‑starter with a proven track record, capable of building trust, understanding client needs, and delivering targeted advice with a holistic planning approach.

Qualifications

• Significant experience in Private Banking with high‑net‑worth clients across Zurich and surroundings.
• Proven business development with profiling, negotiation and referrals.
• Dynamic professional with clear, polished communication and presentation skills.
• Strong organizational skills and disciplined client management approach.
• Experience or understanding of investments, banking and trust concepts including wealth planning.
• Well‑established network and reputation in the private banking space.
• Fluent English and German language skills.

Responsibilities

• Generate business results and acquire new assets.
• Advise clients on their balance sheet, asset allocation, investment management, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise to clients.
• Understand client goals to develop and implement investment plans across balance sheets.
• Ensure proposed solutions meet clients' needs in short, medium and long term via holistic planning.
• Adhere to risk and control policies, regulatory guidelines and security measures.
• Collaborate with other Client Advisors to maximize team strength and achieve goals.

Skills

Private Banking experience across HNW

Business development and client growth

Strong presentation and communication

Organizational discipline

Investments, banking, and trust know‑h

Established professional network

Fluent English

Fluent German

Job description

As a Client Advisor working for J.P. Morgan in Geneva, 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.

Our Client Advisors are self-starters with a proven track record of success, they are skilled problem solvers who offer specialized advice to clients. You would manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.

Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster success.

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 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 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 befamily owned businesses and entrepreneurs, executives, single family offices or endowments.
• Previous business development 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 on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products 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 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