IPB, Client Advisor, Executive Director, Spain

JPMorganChase; Madrid; Presencial; EUR 100.000 - 150.000; Jornada completa

Descripción de la vacante

JPMorgan Chase seeks an Executive Director, Client Advisor for its Spanish private banking team. This role focuses on client acquisition and retention, requiring substantial experience in Private Banking. Successful candidates will demonstrate collaborative skills, an entrepreneurial spirit, and a strong professional network.

Formación

• Significant experience in Private Banking or related financial services.
• Experience in profiling, negotiation, and referrals.
• Ability to thrive in a customer-focused, innovative culture.

Responsabilidades

• Generate business results and acquire new assets from clients.
• Advise clients on financial positioning and strategy.
• Collaborate with specialists to provide interdisciplinary expertise.

Conocimientos

Business development skills

Strong communication skills

Organizational skills

Knowledge of investments

Networking abilities

Educación

Chartered Financial Analyst (CFA) designation

Descripción del empleo

IPB, Client Advisor, Executive Director, Spain

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Job Description

For those with an entrepreneurial spirit, a tenacity to succeed, and a passion for delivering world-class service to clients, this role offers an exciting opportunity to advance your career. We seek exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class client experience.

Job Summary

As an Executive Director, Client Advisor in the Spanish private banking team, you will lead client acquisition and retention through comprehensive knowledge of investments, banking, trust services, and financial planning. You will oversee the client experience and coordinate resources to deliver holistic wealth management solutions.

Our Client Advisors are proactive, successful, and skilled problem solvers who provide tailored advice. You will manage client relationships by earning trust, understanding needs, offering targeted solutions, and ensuring an exceptional service experience.

Our culture emphasizes performance, transparency, and teamwork, driven by clear objectives and collaborative success.

Job Responsibilities

• Generate business results and acquire new assets from existing and new clients
• Advise clients on their overall financial position, including asset allocation, investment management, wealth planning, credit, and banking needs
• Collaborate with internal specialists to provide interdisciplinary expertise
• Understand client goals to develop and implement investment strategies, including asset allocation, portfolio construction, and wealth planning
• Ensure solutions align with clients’ short, medium, and long-term objectives through holistic planning
• Adhere to all risk, control, regulatory, and security policies
• Work with team members to maximize team performance and achieve collective goals

Required Qualifications, Capabilities, and Skills

• Significant experience in Private Banking or related financial services, working with high-net-worth individuals
• Business development skills with experience in profiling, negotiation, and referrals
• Professional, credible, with strong communication and presentation skills
• Excellent organizational skills with a disciplined approach
• Knowledge of investments, banking, trust concepts, asset allocation, and wealth planning
• Strong professional network

Preferred Qualifications, Capabilities, and Skills

• Experience in asset allocation or multi-asset portfolios
• Chartered Financial Analyst (CFA) designation is advantageous
• Ability to thrive in an innovative, customer-focused, and entrepreneurial culture

About Us

J.P. Morgan is a global leader in financial services, offering strategic advice and products to corporations, governments, wealthy individuals, and institutions. Our approach to service emphasizes building trusted, long-term partnerships to help clients achieve their goals.

We value diversity and inclusion, providing equal opportunity employment and accommodations for religious, mental health, or physical needs. Learn more about our commitment to diversity and inclusion.

About The Team

J.P. Morgan Asset & Wealth Management delivers top-tier investment management and private banking solutions, serving clients worldwide with a broad spectrum of asset classes and personalized strategies.

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