Aktuelle Jobs im Zusammenhang mit International Private Bank, Vice President, Client Advisor, Swiss Market - Zurich - JPMorgan Chase & Co.
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Zurich, Schweiz JPMorgan Chase & Co. VollzeitThis 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...
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Zurich, Schweiz JPMorgan Chase & Co. VollzeitThis 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...
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International Private Bank
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Zurich, Schweiz Novo Nordisk VollzeitDo you have the vision to serve a growing number of patients, shape global strategies and drive impactful change across the supply chain? Novo Nordisk is seeking an Associate Vice President of Commercial Supply Chain to lead our efforts in building a reliable and competitive customer centered supply chain across our global reach. If you’re ready to...
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Zurich, Schweiz Novo Nordisk VollzeitDo you have the vision to serve a growing number of patients, shape global strategies and drive impactful change across the supply chain? Novo Nordisk is seeking an Associate Vice President of Commercial Supply Chain to lead our efforts in building a reliable and competitive customer centered supply chain across our global reach. If you’re ready to make a...
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Client Advisor
vor 2 Wochen
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 259586BR **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...
International Private Bank, Vice President, Client Advisor, Swiss Market
vor 2 Wochen
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
