Senior Private Banker & Wealth Advisor

JPMorgan Chase & Co.; Madrid; On-site; EUR 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in Madrid is seeking a Vice President, Client Advisor to lead new client acquisition and deepen relationships within our Spanish private banking team.

You will leverage a broad knowledge of investments, banking, trust services and financial planning to deliver holistic wealth management. You are a self-starter with a proven track record of success, able to earn client trust, tailor investment solutions, and collaborate with internal specialists to provide a full-spectrum

Qualifications

• Experience in Private Banking with high net worth clients or related fields within financial services.
• Proven business development experience with profiling, negotiation and referrals.
• Dynamic and credible professional with clear communication and strong presentation skills.
• Strong organizational skills and disciplined approach to business.
• Experience or understanding of investments, banking and trust concepts including asset allocation, portfolio reviews and wealth planning.
• Strong network and reputation in the private banking space.

Responsibilities

• Generate business results and acquire new assets from existing clients and new clients.
• Advise clients on balance sheet, asset allocation, investment management, wealth planning, credit and banking needs.
• Collaborate with internal specialists to provide interdisciplinary expertise to clients.
• Understand client goals to develop and implement investment plans across the balance sheet and wealth solutions.
• Ensure proposed solutions meet short, medium and long-term objectives with holistic planning.
• Adhere to risk and control policies and regulatory guidelines.
• Collaborate with other Client Advisors to maximize team strength and achieve goals.

Skills

Private Banking

High net worth

Business development

Negotiation

Presentation skills

Organizational skills

Investments knowledge

Financial planning

Networking

Risk awareness

Job description

JPMorgan Chase & Co. in Madrid is seeking a Vice President, Client Advisor to lead new client acquisition and deepen relationships within our Spanish private banking team.

You will leverage a broad knowledge of investments, banking, trust services and financial planning to deliver holistic wealth management. You are a self-starter with a proven track record of success, able to earn client trust, tailor investment solutions, and collaborate with internal specialists to provide a full-spectrum