20 beste Stellen als business strategy private in zürich, zh – aktuell auf Personalsuche

International Private Bank, Vice President Client Advisor - Swiss Onshore Market
JPMorganChase —Zürich, ZH
- 100%
- Englisch
- Organisationstalent
- Verhandlungsgeschick
2 Tage
Relationship Manager C&EE (F/M/X)
Deutsche Bank —Zürich, ZH
- 100%
- Management-Erfahrung
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- Microsoft Powerpoint
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- Englisch
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SYZ GROUP —Freienbach, SZ
- Microsoft Powerpoint
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Energy Infrastructure Partners AG —Zürich, ZH
- 100%
- Englisch
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Direkt bewerben
Developer Relations AI (100% remote)
Tether Operations Limited —Zürich, ZH
- 100%
- Homeoffice
- Englisch
- Bachelor
- JavaScript
Client Adviser - UK Offshore Market
Rothschild & Co —Zürich, ZH
- 100%
- Homeoffice
- Kommunikationsfähigkeit
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Swiss Quant —Zürich, ZH
- 100%
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- Management-Erfahrung
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Head Product Content Private Infrastructure
Partners Group —Baar, ZG
- Englisch
- Bachelor
- Führungserfahrung
Structured Products Sales for Internal Clients, Zürich, 100% (f/m/d)
Julius Baer —Zürich, ZH
- 100%
- Englisch
- Master
- Analysefähigkeit
Industry Advisor – Insurance
Salesforce —Zürich, ZH
- 100%
- Salesforce
- Englisch
Wealth Investor Relations (German Speaker) - International Servicing
Kohlberg Kravis Roberts & Co. —Zürich, ZH
- Microsoft Powerpoint
- Microsoft Excel
- Management-Erfahrung
Investment Asociate
Cambridge Associates LLC —Zürich, ZH
- 100%
- Microsoft Powerpoint
- Microsoft Excel
- Englisch
Professorship in Strategic Management (Open Rank)
Universität Zürich —Zürich, ZH
- 100%
- Doktorat
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Julius Baer —Zürich, ZH
- 100%
- Microsoft Excel
- Management-Erfahrung
- Schreibfähigkeiten
1 Tag
Investment Associate - RISE Fund (100% Remote)
Tether Operations Limited —Zürich, ZH
- 100%
- Homeoffice
- Microsoft Powerpoint
- Microsoft Excel
- Management-Erfahrung
Store Manager, Zurich
Prada —Zürich, ZH
- Management-Erfahrung
- Kundendienst
- Englisch
Customer Analytics & Lead Manager
Aman Group Sarl —Baar, ZG
- 100%
- CRM-Software
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Private Credit & CLO Risk Manager
LGT Capital Partners —Pfäffikon, ZH
- 100%
- Homeoffice
- Microsoft Excel
- Management-Erfahrung
- Englisch
12 Tage
GPS Associate Investment Advisor Zurich Switzerland, 100% (f/m/d)
Julius Baer —Zürich, ZH
- 100%
- Englisch
- Master
- Analysefähigkeit
5 Tage

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International Private Bank, Vice President Client Advisor - Swiss Onshore Market

JPMorganChase -
Zürich, ZH

Jetzt bewerben

Details zur Stelle

100% | Pensum: 90-100%
vor 2 Tagen

Leistungen

Unterkunft

Qualifikationen

Französisch
Englisch
Organisationstalent
Italienisch
Deutsch
Verhandlungsgeschick

Vollständige Stellenbeschreibung

JOB DESCRIPTION

This is an exciting opportunity to join a dynamic, diverse team within J.P 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, J.P. 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 J.P. 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

ABOUT US

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. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Jetzt bewerben

Erweiterte Suche

business strategy private Jobs in zürich, zh

International Private Bank, Vice President Client Advisor - Swiss Onshore Market

Relationship Manager C&EE (F/M/X)

Asset Management: Sales Support Institutional Sales - Part Time

Business and Operation Manager – Legal Assets

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Developer Relations AI (100% remote)

Client Adviser - UK Offshore Market

Sales & Relationship Manager

Head Product Content Private Infrastructure

Structured Products Sales for Internal Clients, Zürich, 100% (f/m/d)

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Wealth Investor Relations (German Speaker) - International Servicing

Investment Asociate

Professorship in Strategic Management (Open Rank)

Financial Analyst - Performance & Initiative Manager 100% (f/m/d)

Investment Associate - RISE Fund (100% Remote)

Store Manager, Zurich

Customer Analytics & Lead Manager

Private Credit & CLO Risk Manager

GPS Associate Investment Advisor Zurich Switzerland, 100% (f/m/d)

Ich möchte aktuelle Job-E-Mails für Stellen als business strategy private in zürich, zh erhalten

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