International Private Bank, Associate Client Advisor - Swiss Onshore Market
at J.P. Morgan
Posted 12 days ago
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Associate Client Advisor role in Zurich within J.P. Morgan's Swiss Private Banking team, focused on the Swiss onshore market. You will lead new client acquisition and retention, advise high-net-worth clients on investments, banking, trust services and holistic financial planning, and deliver tailored wealth management solutions. The role requires partnering with internal specialists to construct portfolios, manage asset allocation and provide credit and wealth-planning advice. Strong private banking experience, an established network and fluency in English and German are required.
- Compensation
- Not specified
- City
- Zurich
- Country
- Switzerland
Currency: Not specified
Full Job Description
Location: Zurich, ZH, Switzerland
Job Summary
As a Client Advisor working for J.P. Morgan in Zurich, 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 be family 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
