Private Wealth Advisor – Growth & Client Strategy

JPMorganChase; Madrid; Presencial; EUR 70.000 - 110.000; Jornada completa

Descripción de la vacante

J.P. Morgan is seeking an Associate, Client Advisor in Spain to lead new client acquisition and retention through comprehensive wealth management solutions.

You will manage client relationships, provide tailored advice on investments, banking, and trust services, and coordinate with internal specialists to deliver holistic wealth strategies. The role emphasizes performance, partnership, and delivering an exceptional client experience while aligning with the firm’s standards and regulatory

Formación

• Experience in Private Banking with high net worth individuals
• Business development experience including profiling, negotiation and asking for referrals
• Clear and compelling communication with strong presentation skills
• Demonstrates organized, disciplined approach to business
• Knowledge of investments, banking and trust concepts including asset allocation and wealth planning
• Strong reputation with an established network

Responsabilidades

• Generate business results and acquire new assets from existing and new clients
• Advise clients on balance sheet including asset allocation, investment management and banking needs
• Collaborate with internal specialists to provide interdisciplinary expertise
• Understand client goals to develop and implement investment plans
• Ensure solutions meet client needs through holistic goals-based planning
• Adhere to risk, controls and regulatory guidelines
• Collaborate with team to maximize strength and achieve goals

Conocimientos

Experience in Private Banking

Business development

Strong presentation skills

Organizational discipline

Investments, banking & trust concepts

Network building

Educación

CFA (preferred)

Descripción del empleo

J.P. Morgan is seeking an Associate, Client Advisor in Spain to lead new client acquisition and retention through comprehensive wealth management solutions.

You will manage client relationships, provide tailored advice on investments, banking, and trust services, and coordinate with internal specialists to deliver holistic wealth strategies. The role emphasizes performance, partnership, and delivering an exceptional client experience while aligning with the firm’s standards and regulatory