Senior Private Banking Client Advisor

JPMorganChase; København; On-site; DKK 1,200,000 - 1,600,000; Full time

Job summary

A leading financial services company in Copenhagen seeks a Vice President, Client Advisor to drive client acquisition and retention. You will deliver personalized wealth management solutions, advise clients on investments, and partner with specialists to meet client needs. Applicants should possess extensive experience in private banking and strong presentation skills. Embrace a culture of teamwork and transparency while contributing to clients' financial successes.

Qualifications

• Significant experience in Private Banking with ultra-high net worth individuals.
• Ability to communicate clearly and present effectively.
• Strong reputation with established network in financial services.

Responsibilities

• Generate business results and acquire new assets.
• Advise clients on their balance sheet and investment management.
• Implement investment plans based on client goals.

Skills

Experience in Private Banking

Business development

Strong organizational skills

Investment management knowledge

Client relationship management

Education

Chartered Financial Analyst (CFA)

Job description

A leading financial services company in Copenhagen seeks a Vice President, Client Advisor to drive client acquisition and retention. You will deliver personalized wealth management solutions, advise clients on investments, and partner with specialists to meet client needs. Applicants should possess extensive experience in private banking and strong presentation skills. Embrace a culture of teamwork and transparency while contributing to clients' financial successes.