Aktuelle Jobs im Zusammenhang mit International Private Bank, Vice President, Client Advisor, Swiss Market - Zurich - JPMorgan Chase & Co.
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Vice President of International Corporate
Vor 5 Tagen
Zurich, Schweiz EF Education First Vollzeit**Vice President of International** Corporate Communications** **Location: Boston, MA (United States) o**r** **Zurich, Switzerland** Are you passionate about corporate communications and reputational risk management? Do you have a “nothing is impossible” attitude; a knack for calm under pressure; and deep experience working with international...
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International Private Bank
vor 1 Woche
Zurich, Schweiz JPMorgan Chase & Co Vollzeit**JOB DESCRIPTION** This is an exciting opportunity for you to join a dynamic, diverse team within the Swiss Onshore market of J.P Morgan’s EMEA Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an...
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Vice President Sales
vor 1 Woche
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Client Advisor
Vor 7 Tagen
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 276813BR **City** - Zürich **Job Type** - Full Time, Temporary / Contract **Your role** - Are you an advisor that delivers an exceptional client experience? Are you passionate about partnering with clients to find the best solution for...
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Client Advisor Wm Private Clients Israel
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Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 272938BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you an expert in building client relationships? Do you want to bring your wealth expertise and join us in delivering an exceptional client experience? - We’re looking...
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Client Advisor Nordics Market
Vor 7 Tagen
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Business development - Global Wealth Management **Job Reference #** - 295850BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk manager? - We’re...
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Executive Assistant to The Vice President
Vor 5 Tagen
Zurich, Schweiz LHH VollzeitFor our client, a well-known multinational company based in Zurich, we are looking for a dynamic and flexible personality to support the **Vice President** of the company as an **Executive Assistant to the Vice President (m/w/d) 100%.** **Your Responsibilities as Executive Assistant to the Vice President (m/w/d)** - Provide executive administrative support...
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Head Private Markets
vor 1 Woche
Zurich, Schweiz Julius Baer VollzeitAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. Over the last few years, Bank Julius Baer has developed a comprehensive Private Markets offering including dedicated...
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Investment Advisor, Wealth, Latam
vor 1 Woche
Zurich, Schweiz Jigsaw Financial VollzeitA leading European Private Bank with an entrepreneurial culture is looking for a technical relationship manager to own clients in Latin America. The bank continues to enjoy exceptional growth, so this is an opportunity to join a thriving business. Based in Zurich, you will manage and advise Wealth Management clients in Latin America. You will inherit...
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Financial Controller Private Market Funds
vor 1 Woche
Zurich, Schweiz coni+partner AG VollzeitOur client is the Asset Management division of an international Swiss bank in Zurich. We are looking for a German speaking audit specialist (m, f, d) as a Financial Controller - Private Market Funds Aufgaben Management of the day-to-day business of various fund products by your own / Responsible for monthly net asset value (NAV) calculations / Preparation...
International Private Bank, Vice President, Client Advisor, Swiss Market
vor 8 Stunden
This is an exciting opportunity to join a dynamic, diverse team within Morgan’s Swiss Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, . Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. Job Summary As a Client Advisor working for . 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
