International Private Bank, Executive Director Client Advisor- Swiss Onshore Market
On-site · Zürich, Zurich, Switzerland
Job Summary
Client Advisor in J.P. Morgan’s Swiss Private Banking (Zurich) leading new client acquisition and retention with end-to-end wealth management capabilities. Responsibilities include advising on overall balance sheet, asset allocation, investment management, wealth planning, credit and banking needs; delivering holistic, goal-based planning; partnering with internal specialists; ensuring risk and control policy adherence; and collaborating with team to maximize performance. Required capabilities include private banking experience with high net worth individuals, business development, proactive referrals, clear communication and presentation skills, strong organizational discipline, knowledge of investments, banking and trust concepts, a proven client-management track record, and fluency in English and German. Preference for CFA and additional language skills (French and/or Italian).
Required Qualifications
- Significant experience in Private Banking
- experience with high net worth individuals
- business development experience
- strong communication and presentation skills
- organizational skills
- experience or understanding of investments, banking and trust concepts
- networking ability
- fluent English and German
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