Private Banking Associate & Wealth Advisor

Fairygodboss; Madrid; Presencial; EUR 42.000 - 66.000; Jornada completa

Descripción de la vacante

J.P. Morgan is seeking an Associate, Client Advisor in the Spanish private banking team to lead new client acquisition and retention through investments, banking, trust services and financial planning.

You would manage client relationships, deliver holistic wealth management solutions, and collaborate with internal specialists to provide interdisciplinary expertise. The role emphasizes performance, transparency and partnership in a client-centric environment, with a focus on delivering

Formación

• Experience in private banking or related financial services.
• Strong ability to develop relationships with high net worth clients.
• Proven track record in business development and referrals.

Responsabilidades

• Generate business results and acquire new assets from existing and new clients.
• Advise clients on balance sheet, asset allocation and wealth planning.
• Partner with internal specialists for interdisciplinary client solutions.
• Understand client goals to implement holistic investment plans.
• Ensure solutions meet short-, medium-, and long-term objectives.
• Adhere to risk, control policies and regulatory guidelines.
• Collaborate with team to maximize performance.

Conocimientos

Private banking experience

Client relationship management

Prospecting / business development

Presentation skills

Organizational skills

Negotiation

Educación

Chartered Financial Analyst (CFA) preferred

Experience in financial services

Herramientas

CRM software

Portfolio management tools

Descripción del empleo

J.P. Morgan is seeking an Associate, Client Advisor in the Spanish private banking team to lead new client acquisition and retention through investments, banking, trust services and financial planning.

You would manage client relationships, deliver holistic wealth management solutions, and collaborate with internal specialists to provide interdisciplinary expertise. The role emphasizes performance, transparency and partnership in a client-centric environment, with a focus on delivering