Zurich Private Banking Client Advisor – Wealth Growth

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

Zusammenfassung

J.P. Morgan in Zurich seeks a Client Advisor to lead new client acquisition and retention through investments, banking, trust services and wealth 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.

Qualifikationen

• Significant experience in Private Banking with high net worth clients in Zurich region.
• Proven ability to acquire new assets and grow client relationships.
• Strong communication, negotiation and referrals skills.

Aufgaben

• Generate business results and acquire new assets.
• Advise clients on balance sheet, asset allocation, wealth planning and banking needs.
• Collaborate with internal specialists for interdisciplinary client solutions.
• Develop holistic investment plans aligned with client goals and risk tolerance.
• Ensure solutions meet short- to long-term objectives while adhering to risk policies.
• Leverage team knowledge to maximize client service and outcomes.

Kenntnisse

Private Banking experience

New client acquisition

Relationship management

Fluent English

Fluent German

Ausbildung

CFA designation (plus)

Jobbeschreibung

J.P. Morgan in Zurich seeks a Client Advisor to lead new client acquisition and retention through investments, banking, trust services and wealth 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.