Mehr sehen Kollabieren

Asset Management, Swiss Funds, Client Advisor

vor 1 Monat

Geneve, Schweiz JPMorgan Chase & Co Vollzeit

**JOB DESCRIPTION**

As you will be part of a broader team, collaboration and teamwork is an integral part of everything we do. You should have the motivation and confidence to proactively engage and lead client conversations throughout the sales process. Most importantly, we believe in doing ‘first class business in a first class way’. Therefore, you should share our passion for creating an exceptional client experience and managing our business in an ethical and compliant way.

**Job summary**

As a Client Advisor for Swiss Funds, you will focus to continue growing our business in the region of Geneva, Suisse Romande and optionally Ticino. You will report into the Swiss Country Head based in Zurich and the local Head in Geneva.

**Job responsibilities**
- Develop deep relationships across your client base with particular emphasis on investment decision makers, portfolio managers, research analysts, etc
- Prepare and deliver product presentations to prospective and existing clients at meetings, conferences, road-shows and via telephone/video conferencing
- Leverage a consultative sales approach to drive the growth of your clients
- Engage clients in discussions about new product concepts and solutions to help solve complex client challenges
- Take ownership of your clients and deliver on your business plan
- Achieve agreed sales objectives/targets, through the acquisition of new clients, effective pipeline management and client retention
- Ability to undertake business with a full understanding of all compliance, audit and legal requirements specific to the relevant sales area, and in line with 'best practice'
- Ensure all sales reporting requirements (e.g. detailed contact reports) are fully and promptly met and communicated to the local Head of Sales, and that all client activities are recorded in the CRM tool in an efficient way

**Required qualifications, capabilities and skills**
- Strong knowhow of the Asset Management industry in all its aspects
- Deep understanding of the local market with existing relationships in the wholesale channel with capacity to prospect new external relationships
- Covering an existing book of clients based in Geneva, Suisse Romande and potentially Ticino
- Strong technical background that enables to articulate a broad range of both long-only and alternative strategies in sufficient detail
- Confident, professional approach with the ability to operate at a broad level with internal and external partners
- Proven track record of developing key internal and external partnerships with sales teams and individuals
- Highly motivated, with the ability to work independently
- Excellent written and verbal communication skills in French and English. Italian or German is a plus

**Preferred qualifications, capabilities, and skills**
- Strong team player with drive and client focus
- Self-starter with the ability to work in a pressurized environment
- Ability to work on your own initiative and meet tight deadlines
- 7-10y experience in a similar position with proven track record
- Extensive client network in the Geneva and Romandie region, Ticino is a plus

**ABOUT US**

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

**ABOUT THE TEAM**

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Wir haben weitere aktuelle Stellen in diesem Bereich, die Sie unten finden können

  • Fund Advisor

    Vor 6 Tagen

    Geneve, Schweiz PICTET Vollzeit

    **Your team**: - Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive range of services for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.- We are seeking to...

  • 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, 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...

  • Asset & Wealth Management - Client Advisor, Vp

    vor 2 Monaten

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

    Please refer to our ReEntry Overview page for further information regarding the Program **Asset and Wealth Management**: J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and...

  • Asset & Wealth Management - Client Advisor, Vp

    vor 3 Wochen

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

    Please refer to our ReEntry Overview page for further information regarding the Program **Asset and Wealth Management**: J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and...

  • Oprisk Manager Fund Management

    vor 2 Wochen

    Geneve, Schweiz coni+partner AG Vollzeit

    Our client is the asset management of an international bank in Geneva. We are searching for a process risk manager (m, f, d) in the fund industry as an OpRisk Manager Fund Management Aufgaben Monitoring internal and external OpRisk incidents and assuring the periodic reporting for the fund management organization for Swiss investment and UCITS funds,...

  • Asset Manager

    vor 1 Woche

    Geneve, Schweiz Manpower Vollzeit

    For our client, an asset management company based in Geneva, we are looking for an Asset Manager 100% **Your mission** - Asset Manager specialized primarily in Structure Products, as well as Bonds, Equities and Funds - Reporting to the Investment Committee and working closely with Advisory Team and the Head of Structuring and Distribution **Your...

  • Investment Advisor

    Vor 5 Tagen

    Geneve, Schweiz OPTIMA PARTNERS Vollzeit

    **Investment Advisor** Pour notre client, une banque privée de taille humaine, nous recherchons un(e) Investment Advisor, reporting direct au CIO. Vous aurez la possibilité d’évoluer au sein d’une équipe dynamique dans un établissement bancaire de taille humaine et d’envergure internationale. **1. Vos responsabilités** - Identification of...

  • Portfolio Investment Advisor

    vor 2 Monaten

    Geneve, Schweiz Finders SA Vollzeit

    **Client**: They offer a medium-sized, long-established, excellent reputation for private banking in Switzerland, as well as globally. A very low staff turn-over, strong family values, a serious employer who really takes care of their employees. Their clients are private clients (UHNWIs and HNWIs) as well as family offices, institutional and funds. A unique...

  • Head of Fund Solutions

    vor 2 Monaten

    Geneve, Schweiz PICTET Vollzeit

    **Your team**: - Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive service for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.- You will establish the...

  • 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...

  • Junior Investment Advisor

    vor 2 Wochen

    Geneve, Schweiz Academic Work Vollzeit

    **About the role**: Fro our client, a Private Bank based in Geneva's Financial Place, we are looking for an Investment Advisor in order to strenghten their Portfolio Advisory Team due to strong growth. You will be responsible for advisory mandates clients in cooperation with RMs. **Job duties**: - Analysis and optimization of portfolios as well as...

  • Sales Manager, Asset Management

    Vor 6 Tagen

    Geneve, Schweiz Rothschild & Co Vollzeit

    About Us Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and...

  • 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...

  • Advisor Support Professional

    vor 2 Monaten

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

    **The Role** The Advisor Professional is laser focused on helping the team's Client Advisors bring the best possible service to our clients. This role is extremely diverse with responsibilities across investment management, multi-asset trading, lending, client onboarding and many other ad hoc requests while maintaining awareness of and sensitivity to...

  • Investment Advisor, Mexico, Executive Director

    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...

  • Head of Legal

    Vor 5 Tagen

    Geneve, Schweiz Mirabaud Asset Management Vollzeit

    **Company Description** Joining Mirabaud, means entering an entrepreneurial and innovative environment. With the 7th generation of the Mirabaud family working within the bank, the culture is that of a family business. With over 750 employees based in 10 countries worldwide, Mirabaud offers opportunities to develop one’s career across an international...

  • Manager, Pension Fund

    vor 3 Wochen

    Geneve, Schweiz International Federation of Red Cross and Red Crescent Societies Vollzeit

    **Vacancy No.** S06217 **Contract Type** International **Application Deadline** 23-Jun-2024 **Job Posted on** 03-Jun-2024 **Country** SWITZERLAND **Duty Station** Geneva, Switzerland **Duty Station Status** Family Duty Station **Duration** 24 months **Accompanied Status** Accompanied **Grade** E1 **Organizational Context**: The Pension...

  • Accountant - Client Accounting

    vor 3 Wochen

    Geneve, Schweiz TMF Group Vollzeit

    **About TMF Group** TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world. Our 9,100 experts and 120 offices in 85 jurisdictions worldwide serve corporates, financial institutions, asset managers, private clients and family offices, providing the combination of accounting, tax,...

  • Team Head of Swiss Onshore Clients

    vor 2 Monaten

    Geneve, Schweiz Finders SA Vollzeit

    **Client**: A human-sized Swiss private bank with strong core value, a long-standing reputation and stability. They offer a wide range of financial services and bespoke client solutions - global in scope and personal in service, With an independent perspective, this is a bank that is extremely dedicated to its HNW private clients and puts their needs first,...