JPMC
The Client Advisor role at J.P. Morgan's Swiss Private Banking business in Zurich focuses on leading new client acquisition and retention through comprehensive knowledge of investments, banking, and financial planning. This position involves managing and maintaining relationships with high-net-worth clients by understanding their needs, providing targeted advice, and delivering an exceptional client experience. The role requires collaborating with internal specialists to offer interdisciplinary expertise and develop holistic wealth management solutions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for JPMC.
JPMC didn’t post a salary, so this is our estimate from similar listings.
25% below the average for this role