Client Advisor, Vice President

vor 3 Wochen

Geneve, Schweiz JPMorgan Chase Bank, N.A. Vollzeit

Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our integrated and diverse platform we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and complexities they face in the ever evolving financial services space.

**The Role**

The Client Advisor is the face of J.P. Morgan's Private Banking business. The Advisor contributes to the growth of the business through deepening and retention via a broad knowledge of investments, banking, lending and financial planning. The Advisor will communicate market strategy, investment knowledge to clients and will consult with clients to determine their portfolio objectives and long term asset allocations. The investment universe includes Fixed Income, Equities, Alternatives and global Multi-Asset mandates. This role is also responsible for the client experience and engaging our resources to deliver a complete wealth management solution.

The best Client Advisors are self-starters with a proven track record of success. They are skilled problem solvers who offer specialized advice to clients. For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career.

Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster success.

**Key Responsibilities**
- 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
- Drive business results and acquire new assets, both from deepening existing client base and new client acquisition
- Manage each client relationship to ensure that the client has a completed profile and that accounts are properly maintained and serviced, specifically adhering to J.P. Morgan Risk and Control Management policies, regulatory guidelines and security measure
- 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
- Conduct investment reviews with clients to validate investment objectives, prepare recommendations and ensure that proposed solutions fulfil clients' needs and objectives through a holistic goals based planning approach

**Qualifications**
- Several years' experience in Private Banking working with ultra-high net worth Swiss resident individuals including family owned businesses and entrepreneurs, executives, single family offices and endowments or related fields within financial services
- Strong network and reputation within the Swiss onshore private client sphere
- Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively
- Experience or demonstrated understanding of investments, credit, banking and wealth advisory 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
- Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds and Private Equity
- Asset allocation / multi asset class portfolio or sales experience is preferable. Chartered Financial Analyst (CFA) is a plus
- Achievement oriented, focused on exceeding business goals with sufficient attention to detail
- Impeccable sense of ethics and values
- Excellent communication skills both written and oral with ability to generate trust with clients through a credible discussion on investment matters
- Collaborative team spirit and ability to work effectively both independently and as a team player are essential
- Ability to adapt to a rapidly changing business including regulatory and technological environment
- Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship
- Strong relationship management, presentation and interpersonal skills, show strong motivation and positive attitude.
- Fluent in English and French native is essential. Knowledge of German and/or Italian is a plus

J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management with client assets of over $2.7trillion. Our clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equ

  • Client Advisor, Vice President

    vor 2 Monaten

    Geneve, Schweiz JPMorgan Chase Bank, N.A. Vollzeit

    Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our integrated and diverse platform we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and...

  • Client Advisor, Middle East, Vice President

    vor 1 Monat

    Geneve, Schweiz JPMorgan Chase Bank, N.A. Vollzeit

    For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. **Job...

  • Client Advisor, Middle East, Vice President

    vor 2 Monaten

    Geneve, Schweiz JPMorgan Chase & Co Vollzeit

    **JOB DESCRIPTION** For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class...

  • Freight Trader

    vor 3 Wochen

    Geneve, Schweiz Macquarie Group Vollzeit

    Freight Trader - Vice President We are seeking to hire a Freight trader to join our Freight team in Geneva within our Commodity Markets and Finance. In this position you will be part of the team that specialises in managing the world-wide commodities' transport on ships across the globe in a safe, efficient and cost effective way. At Macquarie, we are...

  • Client Services Advisor

    vor 3 Wochen

    Geneve, Schweiz Cartier Vollzeit

    Reference Code: 99944**Client Services Advisor**: - Genève, GE, CH- Fixed TermThe story of Cartier is founded on audacity and passion. For more than 170 years we have embraced a bold, pioneering spirit that continues to inspire our teams across all Métiers from our boutiques to our workshops and corporate offices. Our 9000+ colleagues of 105 nationalities...

  • Client Services Advisor

    vor 4 Wochen

    Geneve, Schweiz Cartier Vollzeit

    Code de référence: 92118**Client Services Advisor**: - Genève, GE, CH- PermanentL’histoire de Cartier repose sur l'audace et la passion. Nous avons adopté un esprit pionnier et audacieux qui continue d’inspirer nos équipes, tous métiers confondus, de nos boutiques à nos ateliers et nos sièges sociaux depuis plus de 170 ans. Nous comptons plus de...

  • Blackrock Sales

    vor 3 Wochen

    Geneve, Schweiz BlackRock Vollzeit

    Description About this role Job Purpose/Background Are you passionate about servicing clients and exceeding their expectations? In this position you will be able to put all your skills to work and help develop existing relationships and growth of the client book in Switzerland. Our iShares & Wealth Team in Switzerland promotes the full spectrum of...

  • Blackrock Sales

    vor 3 Wochen

    Geneve, Schweiz BlackRock Vollzeit

    Description About this role Job Purpose/Background Are you passionate about servicing clients and exceeding their expectations? In this position you will be able to put all your skills to work and help develop existing relationships and growth of the client book in Switzerland. Our iShares & Wealth Team in Switzerland promotes the full spectrum of...

  • Client Advisor

    vor 3 Wochen

    Geneve, Schweiz Maison Valentino Vollzeit

    **Location**: Genève, CH ID: 5682 Position : Client Advisor Reports to : Store Manager/Team Manager We are currently seeking a highly motivated Client Advisor with a strong passion for creating an exclusive experience for our customers. We value results oriented individuals who have willingness to learn, always up-to-date on fashion trends and with a...

  • Client Advisor

    vor 2 Monaten

    Geneve, Schweiz GiGroup Vollzeit

    For our important client, Top Luxury Fashion Company, we are looking for: **CLIENT ADVISOR & CASHIER** This is a full-time on-site role in Geneva. As Client Advisor, you will represent the Company with clients in our Boutique/Stores. Besides as Cashier, you will manage all the activities linked to cash register, always following the Company procedures and...

  • Client Advisor

    vor 2 Wochen

    Geneve, Schweiz Bulgari Vollzeit

    Position In order to strengthen the team in our prestigious boutique in Geneva, Rue du Rhône, we are recruiting our future **Client Advisor** Acting as an ambassador of the Maison, you provide exceptional, consistent, and seamless client experience and embody the values of the Maison and sophistication of storytelling. Accountabilities - Offer an unique...

  • Client Advisor

    vor 1 Monat

    Switzerland Geneve Bulgari SA Vollzeit

    Client Advisor Société : Bulgari S.P.A Pays / Region : Switzerland Ville : Geneve Secteur d'activités : Montres & Joaillerie Type de contrat : CDI Métier : Ventes Expérience requise : Minimum 5 ans Référence : BULG07924 Date de publication : 16.04.2024 Poste In order to strengthen the team in our prestigious boutique in Geneva, Rue du...

  • Client Advisor

    vor 3 Wochen

    Switzerland Geneve Bulgari SA Vollzeit

    Client Advisor Société : Bulgari S.P.A Pays / Region : Switzerland Ville : Geneve Secteur d'activités : Montres & Joaillerie Type de contrat : CDI Métier : Ventes Expérience requise : Minimum 5 ans Référence : BULG07924 Date de publication : 16.04.2024 Poste In order to strengthen the team in our prestigious boutique in Geneva, Rue du...

  • Client Advisor Luxury Brand

    vor 3 Wochen

    Geneve, Schweiz Unicorns Hunter Vollzeit

    We are curently recruiting a Client Advisor for an amazing Luxury Brand in Geneve. **Responsibilities**: - Engage existing and prospect clients; - Deliver an impeccable service in every phase (preparation for sale, welcome, exploring the client, presentation of the product, closing and farewell); - Focus on development and retention of existing clients,...

  • Expert Client Advisor, Watches

    vor 2 Monaten

    Geneve, Schweiz Louis Vuitton Malletier Vollzeit

    **Position**: For our Louis Vuitton Global Store in Geneva we are seeking a highly motivated Expert Client Advisor, responsible for acting as an ambassador for the Maison Louis Vuitton, specialized in Watches & Jewelry. This is an opportunity for those who thrive in a fast-paced environment, see themselves as a true personal and specialized ‘advisor’-...

  • Client Advisor

    vor 4 Wochen

    Geneve, Schweiz Louis Vuitton Vollzeit

    POSTE The Maison Louis Vuitton makes a promise to every of its customers: all of them, no matter the reason of their visit, should be cherished, encouraged to be themselves and a trusty relationship should be created. As a Client Advisor of Louis Vuitton, you will be an ambassador of the Brand and your role will be to ensure that every of the clients will...

  • Client Advisor

    vor 4 Wochen

    Geneve, Schweiz Louis Vuitton Malletier Vollzeit

    **Position**: The Maison Louis Vuitton makes a promise to every of its customers: all of them, no matter the reason of their visit, should be cherished, encouraged to be themselves and a trusty relationship should be created. As a Client Advisor of Louis Vuitton, you will be an ambassador of the Brand and your role will be to ensure that every of the clients...

  • International Private Bank

    vor 2 Monaten

    Geneve, Schweiz JPMorgan Chase Bank, N.A. Vollzeit

    For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. **Job...

  • Client Advisor

    vor 4 Wochen

    Geneve, Schweiz Louis Vuitton Malletier Vollzeit

    Company: Louis Vuitton Malletier - Country / Region : Schweiz - City : Geneve - Business group: Mode & Lederwaren - Contract type: Unbefristeter Arbeitsvertrag - Function: Retail - Experience required: Berufseinsteiger(in) - Reference No.: LVM20969 - Date of publication: 2023.06.01 POSITION The Maison Louis Vuitton makes a promise to every of its...

  • Saturday Client Advisor

    vor 4 Wochen

    Geneve, Schweiz Louis Vuitton Vollzeit

    POSTE The Maison Louis Vuitton makes a promise to every of its customers: all of them, no matter the reason of their visit, should be cherished, encouraged to be themselves and a trusty relationship should be created. As a Client Advisor of Louis Vuitton, you will be an ambassador of the Brand and your role will be to ensure that every of the clients will...