Private Wealth Advisor – Geneva & Swiss Onshore Market

Testing Site - JPMC; Genf; Vor Ort; CHF 120.000 - 180.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

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

Jobbeschreibung

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.