Private Banking Client Advisor — Wealth Growth

Aumni; Madrid; Sur place; EUR 55 000 - 70 000; Plein temps

Résumé du poste

J.P. Morgan in Madrid is seeking an Associate, Client Advisor to lead new client acquisition and retention within our Spanish Private Banking team.

You will apply broad knowledge of investments, banking, trust services and financial planning to deliver comprehensive wealth management solutions. As a self-starter with a proven track record, you will manage relationships, provide targeted advice, and collaborate with internal specialists to meet client goals while upholding our standards of

Qualifications

• Experience in private banking with high net worth individuals.
• Business development experience with profiling, negotiation and referrals.
• Clear communication and strong presentation skills.
• Disciplined and organized approach to business.
• Understanding of investments, banking and trust concepts.
• Strong professional network.

Responsabilités

• Generate business results and acquire new assets from existing client base and new prospects.
• Advise clients on balance sheet including asset allocation and wealth planning.
• Partner with internal specialists for interdisciplinary expertise to clients when needed.
• Develop and implement investment plans across client balance sheet including holistic asset allocation, investment management, portfolio construction and tactical shifts.
• Ensure solutions meet client needs and objectives via goals-based planning.
• Adhere to risk and control policies, regulatory guidelines and security measures.
• Partner with other Client Advisors to maximize team strength and achieve goals.

Connaissances

Private banking

Business development

Client relationship management

Presentation skills

Organizational skills

Investments

Wealth planning

Networking

CFA (preferred)

Description du poste

J.P. Morgan in Madrid is seeking an Associate, Client Advisor to lead new client acquisition and retention within our Spanish Private Banking team.

You will apply broad knowledge of investments, banking, trust services and financial planning to deliver comprehensive wealth management solutions. As a self-starter with a proven track record, you will manage relationships, provide targeted advice, and collaborate with internal specialists to meet client goals while upholding our standards of