Associate Private Wealth Advisor

JPMorganChase; Madrid; Presencial; EUR 60.000 - 100.000; Jornada completa

Descripción de la vacante

J.P. Morgan Private Banking in Spain seeks an Associate, Client Advisor to lead new client acquisition and retention through investments, banking, trust services, and financial planning. You will manage client experiences and engage resources to deliver comprehensive wealth management solutions.

Our Client Advisors are self-starters with a proven track record, skilled problem solvers, and the ability to deliver targeted advice and an exceptional client experience.

Formación

• Experience in Private Banking with high net worth individuals.
• Business development experience including profiling, negotiation and referrals.
• Strong communication and presentation skills.
• Excellent organizational skills and disciplined approach.
• Experience with investments, banking and trust concepts.
• Strong reputation with an established network.

Responsabilidades

• Generate business results and acquire new assets.
• Advise clients on balance sheet, asset allocation, investment management, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed.
• Understand client's goals and objectives to develop and implement investment plan on their overall balance sheet.
• Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term.
• Strictly adhere to risk and control policies, regulatory guidelines and security measures.
• Partner with other Client Advisors to maximize team strength and achieve team goals.

Conocimientos

Private Banking

HNWI experience

Business development

Client relations

Investment knowledge

Educación

CFA (preferred)

Descripción del empleo

J.P. Morgan Private Banking in Spain seeks an Associate, Client Advisor to lead new client acquisition and retention through investments, banking, trust services, and financial planning. You will manage client experiences and engage resources to deliver comprehensive wealth management solutions.

Our Client Advisors are self-starters with a proven track record, skilled problem solvers, and the ability to deliver targeted advice and an exceptional client experience.