Private Banking VP: Wealth Strategy & UHNW Advisory

J.P. Morgan; København; On-site; DKK 100,000 - 140,000; Full time

Job summary

A leading global financial services firm is seeking a Vice President, Client Advisor in Copenhagen to lead client acquisition and retention. This role focuses on delivering tailored wealth management solutions for ultra high net worth clients. Candidates should possess significant Private Banking experience, excellent presentation skills, and a demonstrated ability to build trusted relationships. You will work collaboratively, advising clients on investment management and financial planning, while adhering to risk guidelines and enhancing client experiences.

Qualifications

• Significant experience in Private Banking working with ultra high net worth individuals.
• Previous business development experience with proactive networking.
• Strong organizational skills and disciplined approach.

Responsibilities

• Generate business results and acquire new assets.
• Advise clients on balance sheet and asset allocation.
• Partner with internal specialists for client solutions.
• Implement investment plans based on client goals.
• Adhere to risk and control policies.
• Collaborate with other Client Advisors to maximize strength.

Skills

Experience in Private Banking

Business development experience

Strong presentation skills

Organizational skills

Knowledge of investments and banking

Established network

Job description

A leading global financial services firm is seeking a Vice President, Client Advisor in Copenhagen to lead client acquisition and retention. This role focuses on delivering tailored wealth management solutions for ultra high net worth clients. Candidates should possess significant Private Banking experience, excellent presentation skills, and a demonstrated ability to build trusted relationships. You will work collaboratively, advising clients on investment management and financial planning, while adhering to risk guidelines and enhancing client experiences.