We are looking for candidates with a background in sales or relationship management to help expand our business across a diverse range of wholesale accounts, including Global, Private, and Cantonal banks. Our team prioritizes client satisfaction, so we seek individuals who are passionate about delivering an exceptional client experience. A strategic hunting mindset, strong and clear communication skills are essential for this role.
Collaboration and teamwork are integral to our operations, and you should be motivated and confident in leading client conversations throughout the sales process. We are committed to conducting 'first class business in a first class way,' so a passion for ethical and compliant business practices is crucial.
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Job Summary
As a Client Advisor for the Swiss Funds team, you will focus on growing our business in the Swiss German and Italian regions, reporting directly to the Swiss Country Head in Zurich.
Key Responsibilities
- Develop strong relationships with clients, focusing on investment decision-makers, portfolio managers, and research analysts
- Prepare and deliver product presentations to prospective and existing clients through meetings, conferences, roadshows, and virtual platforms
- Use a consultative sales approach to drive client growth
- Leverage digital channels for a more effective business development approach
- Engage clients in discussions about new product concepts and solutions to address complex challenges
- Take ownership of client relationships and execute your business plan
- Achieve sales targets through new client acquisition, effective pipeline management, and client retention
- Conduct business with a comprehensive understanding of compliance, audit, and legal requirements, adhering to best practices
- Ensure timely and accurate sales reporting and record all client activities in the CRM tool.
Required Qualifications and Skills
- Strong knowledge of the Asset Management industry
- Deep understanding of the local market with existing relationships in the wholesale channel and the ability to develop new ones
- Experience managing a client base in the Swiss German region
- Strong technical background to articulate a range of long-only and alternative strategies
- Professional approach with the ability to engage with internal and external partners
- Proven track record of developing key partnerships with sales teams and individuals
- Highly motivated and capable of working independently
Preferred Qualifications and Skills
- Strong team player with a client-focused drive
- Self-starter capable of working under pressure
- Ability to work independently and meet tight deadlines
- Over 10 years of experience in a similar role with a proven track record
- Extensive client network in Zurich and the broader Swiss German region; Ticino is a plus
- Excellent written and verbal communication skills in German and English; Italian is a plus
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.