Senior Private Wealth Advisor (Zurich)

Fairygodboss; Zürich; Vor Ort; CHF 140.000 - 200.000; Vollzeit

Zusammenfassung

J.P. Morgan in Zurich seeks a Client Advisor to lead new client acquisition and retention, leveraging deep knowledge of investments, banking, trust services and financial planning.

You will manage client experiences and coordinate resources to deliver a comprehensive wealth management solution. Ideal candidates are self-starters with a proven track record, able to build trust, understand client needs, and deliver tailored advice and solutions while upholding our standards of performance and

Qualifikationen

• Experience in Private Banking with high net worth clients in Zurich and surrounding regions.
• Business development experience with referrals and proactive client growth.
• Excellent presentation and communication skills for client engagements.
• Strong organizational discipline and structured business approach.

Aufgaben

• Generate business results and acquire new assets.
• Advise clients on balance sheet, asset allocation, investment management, planning and credit needs.
• Collaborate with internal specialists to deliver interdisciplinary client solutions.
• Understand client goals to develop holistic investment plans and long-term wealth strategies.
• Ensure solutions meet client objectives across short, mid and long term with a goals-based approach.
• Adhere to risk, controls, and regulatory guidelines.
• Collaborate with other Client Advisors to maximize team effectiveness.

Kenntnisse

Private Banking experience

Business development

Client relationship management

Communication skills

Organizational skills

Investments and banking knowledge

Networking

English and German fluency

Jobbeschreibung

J.P. Morgan in Zurich seeks a Client Advisor to lead new client acquisition and retention, leveraging deep knowledge of investments, banking, trust services and financial planning.

You will manage client experiences and coordinate resources to deliver a comprehensive wealth management solution. Ideal candidates are self-starters with a proven track record, able to build trust, understand client needs, and deliver tailored advice and solutions while upholding our standards of performance and