Private Banking Client Advisor: Wealth & Solutions

JPMorgan Chase; Madrid; Presencial; EUR 50.000 - 75.000; Jornada completa

Descripción de la vacante

J.P. Morgan is seeking an Associate, Client Advisor for the Spanish private banking team in Madrid to lead new client acquisition and retention with a broad knowledge of investments, banking, trust services and financial planning.

You would manage client relationships, deliver tailored wealth management solutions, and engage internal resources to provide a complete client experience within a culture of performance and partnership.

Formación

• Experience in Private Banking working with high net worth individuals or related fields within financial services.
• Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively.
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business.
• Experience or understanding of investments, banking and trust concepts including asset allocation on portfolios, managed portfolios and related services.
• Strong reputation with an established network.

Responsabilidades

• Generate business results and acquire new assets from existing clients and new client acquisition.
• Advise clients on balance sheet including asset allocation, investment management, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed.
• Understand client goals to develop and implement investment plans across balance sheet, including wealth planning and financial solutions.
• Ensure proposed solutions meet client needs in short, medium and long term through holistic goals-based planning.

Conocimientos

Private Banking

Business Development

Relationship Management

Investment Planning

Asset Allocation

Portfolio Review

Descripción del empleo

J.P. Morgan is seeking an Associate, Client Advisor for the Spanish private banking team in Madrid to lead new client acquisition and retention with a broad knowledge of investments, banking, trust services and financial planning.

You would manage client relationships, deliver tailored wealth management solutions, and engage internal resources to provide a complete client experience within a culture of performance and partnership.