Private Banking Client Advisor - Wealth Growth

Next Frontier Capital; Madrid; Presencial; EUR 60.000 - 90.000; Jornada completa

Descripción de la vacante

J.P. Morgan Asset & Wealth Management is seeking an Associate, Client Advisor in our private banking team in Madrid to lead new client acquisition and retention.

You will provide comprehensive wealth management solutions through a deep understanding of investments, banking, credit and planning, delivering an exceptional client experience. The role emphasizes proactive client engagement, cross-functional collaboration, and adherence to risk controls while building trusted long-term relationships

Formación

• Experience in Private Banking with high-net-worth clients.
• Business development experience with profiling, negotiation and referrals.
• Excellent communication and presentation skills.
• Strong organizational discipline and structured approach.

Responsabilidades

• Generate business results and acquire new assets from existing and new clients.
• Advise clients on balance sheet, asset allocation, wealth planning, credit and banking needs.
• Collaborate with internal specialists for interdisciplinary client solutions.
• Understand client goals to develop comprehensive investment plans and asset allocation.

Conocimientos

Private Banking experience

Business development

Presentation skills

Networking

Organizational skills

Educación

CFA certification (preferred)

Descripción del empleo

J.P. Morgan Asset & Wealth Management is seeking an Associate, Client Advisor in our private banking team in Madrid to lead new client acquisition and retention.

You will provide comprehensive wealth management solutions through a deep understanding of investments, banking, credit and planning, delivering an exceptional client experience. The role emphasizes proactive client engagement, cross-functional collaboration, and adherence to risk controls while building trusted long-term relationships