Senior Private Banking Client Advisor – Zurich

JPMorgan Chase & Co.; Zürich; Vor Ort; CHF 140.000 - 190.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. in Zurich seeks a Client Advisor to lead new client acquisition and retention with deep knowledge of investments, banking, trust services and financial planning.

You will manage client relationships, delivering tailored advice and a complete wealth management solution, while collaborating with internal specialists to support clients across the balance sheet and goals-based planning.

Qualifikationen

• Significant experience in Private Banking working with high net worth individuals in Zurich and surrounding regions.
• Previous business development experience with profiling, negotiation and referrals.
• Dynamic, credible professional who communicates with clarity and has presentation skills.
• Demonstrates strong organizational skills with a disciplined approach.
• Experience or understanding of investments, banking and trust concepts incl. asset allocation, portfolios, wealth planning.
• Strong reputation with an established network.
• Fluent English and German speaker.

Aufgaben

• Generate business results and acquire new assets.
• Advise clients on balance sheet, asset allocation, investment management and credit/banking needs.
• Partner with internal specialists to provide interdisciplinary expertise.
• Understand client goals to develop and implement investment plans and wealth strategies.
• Ensure solutions meet client needs through holistic goals-based planning.
• Adhere to risk, compliance, and security policies.
• Collaborate with other Client Advisors to maximize team performance.

Kenntnisse

Business development

Relationship management

Client advisory

German language

English language

Portfolio analysis

Jobbeschreibung

JPMorgan Chase & Co. in Zurich seeks a Client Advisor to lead new client acquisition and retention with deep knowledge of investments, banking, trust services and financial planning.

You will manage client relationships, delivering tailored advice and a complete wealth management solution, while collaborating with internal specialists to support clients across the balance sheet and goals-based planning.