Senior Private Banker & Wealth Strategy Lead

JPMorgan Chase & Co.; Denmark; On-site; DKK 1,200,000 - 1,800,000; Full time

Job summary

JPMorgan Chase & Co. in Denmark seeks a Vice President, Client Advisor to lead new client acquisition and retention through broad knowledge of investments, banking, trust services and financial planning.

You will oversee client experience and mobilize resources to deliver a complete wealth management solution. Our Client Advisors are self-starters with a proven track record of success, offering specialized advice and maintaining relationships by understanding needs and delivering thoughtful

Qualifications

• Significant experience in Private Banking working with ultra high net worth individuals or related fields within financial services.
• 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 understanding of investments, banking and trust concepts including asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products.
• Strong reputation with an established network.

Responsibilities

• Generate business results and acquire new assets, both from existing client base and new client acquisition.
• 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 clients' goals and objectives to develop and implement investment plans 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 measures.
• Partner with other Client Advisors to maximize team strength and achieve team goals.

Skills

Private Banking

UHNW relationships

Asset Allocation

Business Development

Relationship Management

Client Acquisition

Communication skills

Presentation skills

Job description

JPMorgan Chase & Co. in Denmark seeks a Vice President, Client Advisor to lead new client acquisition and retention through broad knowledge of investments, banking, trust services and financial planning.

You will oversee client experience and mobilize resources to deliver a complete wealth management solution. Our Client Advisors are self-starters with a proven track record of success, offering specialized advice and maintaining relationships by understanding needs and delivering thoughtful