J.P. Morgan seeks a highly skilled Client Advisor for its Swiss Private Banking team in Zurich. The ideal candidate will lead client acquisition, provide comprehensive wealth management solutions, and work with high net worth individuals across various sectors.
The primary responsibilities include generating business results, acquiring new assets, advising clients on comprehensive financial strategies, and partnering with internal specialists to develop holistic investment and wealth planning approaches.
The role requires significant private banking experience, strong business development skills, exceptional communication abilities, and deep knowledge of investments, banking, and trust concepts. Candidates must demonstrate proficiency in profiling clients, negotiating, and proactively seeking referrals.
JPMorgan offers a dynamic work environment that values innovation, customer service, internal partnership, and entrepreneurship. The role provides opportunities to work alongside talented professionals, develop complex financial solutions, and build long-term client relationships in a globally recognized financial institution.