Private Banking Client Advisor – Wealth Solutions

JPMorgan Chase & Co.; Madrid; Presencial; EUR 60.000 - 90.000; Jornada completa

Descripción de la vacante

JPMorgan Chase & Co. is seeking an Associate, Client Advisor in our Spanish private banking team to lead new client acquisition and retention with broad expertise across 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 advice and a superior client experience.

Formación

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

Responsabilidades

• Generate business results and acquire new assets from existing and new clients.
• Advise clients on their balance sheet including asset allocation and wealth planning.
• Partner with internal specialists to provide interdisciplinary expertise.
• Develop and implement investment plans covering asset allocation and portfolio construction.
• Ensure solutions meet client needs in short, medium and long term through holistic planning.
• Strictly adhere to risk and control policies and regulatory requirements.
• Collaborate with other Client Advisors to maximize team strength.

Conocimientos

Private banking

Business development

Relationship building

Presentation skills

Networking

Educación

CFA (optional)

Descripción del empleo

JPMorgan Chase & Co. is seeking an Associate, Client Advisor in our Spanish private banking team to lead new client acquisition and retention with broad expertise across 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 advice and a superior client experience.