Private Banking Executive Director - Spain

JPMorgan Chase & Co.; Madrid; Presencial; EUR 120.000 - 190.000; Jornada completa

Descripción de la vacante

JPMorgan Chase & Co. in Madrid is seeking an Executive Director, Banker to lead new client acquisition and manage high net worth relationships. You will deliver tailored wealth management solutions across investments, banking, and trust services, aiming to exceed client expectations.

The role requires deep client insight, disciplined execution, and strong collaboration with internal specialists to provide holistic planning and exceptional service.

Formación

• Significant experience in Private Banking with high net worth individuals.
• Proven business development experience with referrals.
• Strong communication and presentation skills.
• Disciplined and highly organized approach.
• Experience with investments, banking and trust concepts.
• Strong reputation and established network in private banking.

Responsabilidades

• Generate business results and acquire new assets from existing clients and new acquisitions.
• Advise clients on balance sheet, asset allocation, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise.
• Develop and implement investment plans with holistic asset allocation and portfolio construction.
• Ensure solutions meet short-, medium-, and long-term objectives through goals-based planning.
• Strictly adhere to risk, control policies and regulatory guidelines.
• Collaborate with team to maximize strength and achieve goals.

Conocimientos

Private Banking

High Net Worth Clients

Business Development

Relationship Management

Investment Knowledge

Cross-functional Collaboration

Educación

CFA

Descripción del empleo

JPMorgan Chase & Co. in Madrid is seeking an Executive Director, Banker to lead new client acquisition and manage high net worth relationships. You will deliver tailored wealth management solutions across investments, banking, and trust services, aiming to exceed client expectations.

The role requires deep client insight, disciplined execution, and strong collaboration with internal specialists to provide holistic planning and exceptional service.