20 beste Stellen als client advisor in zürich zh – aktuell auf Personalsuche

International Private Bank, Vice President Client Advisor - Swiss Onshore Market
JPMorganChase —Zürich, ZH
- 100%
- Englisch
- Organisationstalent
- Verhandlungsgeschick
1 Tag
Financial Advisor /Verkaufsberater/in- 100% - Allemand Obligatoire/Deutsch zwingend erforderlich
BCD Financial Group —Zürich, ZH
- CHF 45’000 - CHF 120’000 pro Jahr
- Homeoffice
- Kommunikationsfähigkeit
- Homeoffice-Möglichkeit
- Pensionskasse
Direkt bewerben
Scientific Advisor, Antibodies
Cradle —Zürich, ZH
- 100%
- Hybrides Arbeiten
- Management-Erfahrung
- Doktorat
- SQL
ServiceNow Account Executive - Switzerland
NewRocket —Zürich, ZH
- Homeoffice
- Bachelor
- Ohne Hochschulabschluss
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SUI HR Operations and Country Node (Senior) Manager
Boston Consulting Group —Zürich, ZH
- 100%
- Arbeitsrecht
- Englisch
- Analysefähigkeit
- Pendlerbeitrag
Sustainability Manager - Pharma
Quantis —Zürich, ZH
- 100%
- Hybrides Arbeiten
- Microsoft Powerpoint
- Microsoft Excel
- Management-Erfahrung
Direkt bewerben
Senior Commercial & Client Relationship Manager
SWIFT Financial Messaging Services —Zürich, ZH
- 100%
- Homeoffice
- Englisch
- Analysefähigkeit
- Projektmanagement
Executive Director of Clinical Business Development - Strategic Accounts
サイネオス・ヘルス —Zürich, ZH
- Homeoffice
- Microsoft Office
- Bachelor
- Kommunikationsfähigkeit
Senior Account Executive, New Logo – FSI, Healthcare & Public Sector – Switzerland
Genesys —Zürich, ZH
- 100%
- Englisch
- Aufstiegsmöglichkeiten
11 Std.
Legal Engineer
Omnilex —Zürich, ZH
- 100%
- Hybrides Arbeiten
- Englisch
Customer Engineer, Platform, Retail, Travel and Logistics (German)
Google —Zürich, ZH
- 100%
- Bachelor
- Ohne Hochschulabschluss
- Organisationstalent
Sourcing HR Services - Procurement Consultant
Chain IQ Group —Zürich, ZH
- Management-Erfahrung
- Englisch
- Analysefähigkeit
Store Manager Bvlgari
Avolta —Zürich, ZH
- Englisch
- Master
- Erfahrung mit Netzwerken
Windows Platform Support (L1)
Interactive Brokers —Zug, ZG
- Homeoffice
- Informatik
- Windows
- Microsoft Office
Intern, M&A Tax Alvarez & Marsal (M/F/D)
Alvarez and Marsal —Zürich, ZH
- Microsoft Powerpoint
- Microsoft Excel
- Englisch
Scientific Education Developer, Cradle Academy
Cradle —Zürich, ZH
- 100%
- Hybrides Arbeiten
- Doktorat
- Datenanalyse
- Master
Store Manager (m/f/d) - Zürich Globus
Rimowa —Zürich, ZH
- 100%
- Management-Erfahrung
- Vertrieb
- Englisch
- Erfolgsbeteiligung
Senior Account Executive, New Logo, Retail and Manufacturing, Switzerland
Genesys —Zürich, ZH
- 100%
- Englisch
- Produktion
- Aufstiegsmöglichkeiten
Business Manager - Swiss Legal Entity & Local Operations (VP)
JPMorganChase —Zürich, ZH
- 100%
- Microsoft Powerpoint
- Microsoft Excel
- Management-Erfahrung
Capgemini ERD - Senior Client Partner - Industry
Capgemini —Opfikon, ZH
- Englisch
- Erfahrung in der IT
- Kommunikationsfähigkeit
- Empfehlungsprogramm

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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 1 Tag

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

client advisor Jobs in zürich zh

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

Financial Advisor /Verkaufsberater/in- 100% - Allemand Obligatoire/Deutsch zwingend erforderlich

Scientific Advisor, Antibodies

ServiceNow Account Executive - Switzerland

SUI HR Operations and Country Node (Senior) Manager

Sustainability Manager - Pharma

Senior Commercial & Client Relationship Manager

Executive Director of Clinical Business Development - Strategic Accounts

Senior Account Executive, New Logo – FSI, Healthcare & Public Sector – Switzerland

Legal Engineer

Customer Engineer, Platform, Retail, Travel and Logistics (German)

Sourcing HR Services - Procurement Consultant

Store Manager Bvlgari

Windows Platform Support (L1)

Intern, M&A Tax Alvarez & Marsal (M/F/D)

Scientific Education Developer, Cradle Academy

Store Manager (m/f/d) - Zürich Globus

Senior Account Executive, New Logo, Retail and Manufacturing, Switzerland

Business Manager - Swiss Legal Entity & Local Operations (VP)

Capgemini ERD - Senior Client Partner - Industry

Ich möchte aktuelle Job-E-Mails für Stellen als client advisor in zürich zh erhalten

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