Private Banking Associate & Wealth Advisor - Spain

JPMorgan Chase & Co.; España; Presencial; EUR 65.000 - 90.000; Jornada completa

Descripción de la vacante

J.P. Morgan in Spain seeks an Associate, Client Advisor in International Private Bank to lead new client acquisition and retention through investments, banking, trust services and financial planning.

As part of the Spanish private banking team, you will deliver a holistic wealth-management solution, manage client relationships, collaborate with specialists, and help clients achieve their goals with integrity and service.

Formación

• Experience in Private Banking with high-net-worth clients.
• Business development experience with profiling and referrals.
• Clear communicator with strong presentation skills.
• Disciplined, organized approach to business.
• Knowledge of investments, banking and trust concepts.
• Strong reputation with an established network.

Responsabilidades

• Generate business results and acquire assets from clients.
• Advise on balance sheet, asset allocation, wealth planning and banking needs.
• Partner with internal specialists for interdisciplinary client solutions.
• Develop holistic investment plans and portfolio construction.
• Ensure solutions meet client goals across time horizons.
• Adhere to risk, policies, and regulatory guidelines.
• Collaborate with team to maximize strength and achieve goals.

Conocimientos

Private Banking experience

Business development

Communication skills

Organizational skills

Investments & trust concepts

Networking

Descripción del empleo

J.P. Morgan in Spain seeks an Associate, Client Advisor in International Private Bank to lead new client acquisition and retention through investments, banking, trust services and financial planning.

As part of the Spanish private banking team, you will deliver a holistic wealth-management solution, manage client relationships, collaborate with specialists, and help clients achieve their goals with integrity and service.