Associate Client Advisor

vor 3 Wochen

Zurich, 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 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

**Your Background and Skillset**
- 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
- 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 knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds and Private Equity
- Established Swiss onshore network
- 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
- Strong relationship management, presentation and interpersonal skills, show strong motivation and positive attitude
- Fluent in English and German native is essential. Knowledge of French and/or Italian is a plus

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

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