Senior Private Banker & Wealth Advisor

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

Job summary

JPMorganChase in Madrid is seeking an Associate, Client Advisor to lead new client acquisition and retention within a Spanish private banking team. You will leverage a broad knowledge of investments, banking, trust services and financial planning to deliver a comprehensive wealth management solution for high-net-worth clients.

You will be responsible for the client experience, building trust, understanding client needs, offering targeted advice, and coordinating resources to provide an

Qualifications

• Experience in Private Banking or related financial services for high net worth clients.
• Proven business development experience with profiling, negotiation and referrals.
• Dynamic professional with clear communication and strong presentation skills.
• Strong organizational skills and disciplined approach to business activities.
• Knowledge of investments, banking and trust concepts, including asset allocation and portfolio reviews.
• Well-connected with an established professional network.

Responsibilities

• Generate business results and acquire new assets from existing clients and new prospects.
• Advise clients on balance sheets, 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 and holistic asset allocation.
• Ensure solutions meet clients’ needs through long-term, goals-based planning.
• Collaborate with other Client Advisors to maximize team performance.

Skills

Private Banking

Business development

Presentation skills

Organizational skills

Investments knowledge

Networking

Job description

JPMorganChase in Madrid is seeking an Associate, Client Advisor to lead new client acquisition and retention within a Spanish private banking team. You will leverage a broad knowledge of investments, banking, trust services and financial planning to deliver a comprehensive wealth management solution for high-net-worth clients.

You will be responsible for the client experience, building trust, understanding client needs, offering targeted advice, and coordinating resources to provide an