Private Wealth Advisor: Growth, Planning & Solutions

JPMorgan Chase; Madrid; On-site; EUR 60,000 - 90,000; Full time

Job summary

J.P. Morgan in Spain is seeking an Associate, Client Advisor to lead new client acquisition in private banking and deliver holistic wealth management solutions. You will manage client relationships, provide investment guidance, and coordinate with internal experts to meet client goals.

As a self-starter, you will leverage your knowledge of investments, banking and trust concepts to deliver comprehensive advice and exceptional client experiences within a collaborative team.

Qualifications

• Experience in private banking with high net worth clients.
• Proven business development and client acquisition track record.
• Strong presentation and organizational skills.

Responsibilities

• Generate business results and acquire new assets from existing and new clients.
• Advise clients on balance sheet, asset allocation, and wealth planning needs.
• Partner with internal specialists to provide interdisciplinary expertise.
• Develop investment plans aligned with client goals and risk tolerance.
• Ensure solutions meet short, medium, and long-term objectives.
• Adhere to risk policies, regulations, and security measures.
• Collaborate with team members to maximize overall performance.

Skills

Client acquisition

Relationship management

Investment knowledge

Wealth planning

Communication skills

Negotiation

Networking

Problem solving

Tools

Financial software

CRM systems

Job description

J.P. Morgan in Spain is seeking an Associate, Client Advisor to lead new client acquisition in private banking and deliver holistic wealth management solutions. You will manage client relationships, provide investment guidance, and coordinate with internal experts to meet client goals.

As a self-starter, you will leverage your knowledge of investments, banking and trust concepts to deliver comprehensive advice and exceptional client experiences within a collaborative team.