VP, Client Advisor - Wealth Management Leader

Testing Site - JPMC; Denmark; On-site; DKK 1,000,000 - 1,800,000; Full time

Job summary

Testing Site - JPMC in Denmark is seeking a Vice President, Client Advisor to lead new client acquisition and retention through a deep knowledge of investments, banking, trust services and wealth planning.

You will manage relationships with ultra high net worth clients, deliver tailored advice, coordinate with internal specialists, and ensure an exemplary client experience while complying with risk controls.

Qualifications

• Significant experience in private banking with UHNW clients.
• Proven business development and referral skills.
• Strong presentation and communication abilities.
• Knowledge of asset allocation, wealth planning and banking concepts.

Responsibilities

• Generate assets and acquire new clients.
• Advise on balance sheets, asset allocation and wealth planning.
• Partner with internal specialists for interdisciplinary advice.
• Develop investment plans and holistic asset allocation for clients.
• Ensure solutions meet client goals under risk controls.
• Adhere to risk policies and regulatory guidelines.
• Collaborate with client advisors to maximize team performance.

Skills

Private Banking

Business Development

Communication Skills

Organizational Skills

Investments Knowledge

Wealth Planning

Job description

Testing Site - JPMC in Denmark is seeking a Vice President, Client Advisor to lead new client acquisition and retention through a deep knowledge of investments, banking, trust services and wealth planning.

You will manage relationships with ultra high net worth clients, deliver tailored advice, coordinate with internal specialists, and ensure an exemplary client experience while complying with risk controls.