Senior Private Banker & Wealth Advisor

JP Morgan Chase; España; On-site; EUR 60,000 - 90,000; Full time

Job summary

JP Morgan Chase in Spain is seeking an Associate, Client Advisor to lead new client acquisition and retention, drawing on a broad knowledge of investments, banking, trust services and financial planning to deliver comprehensive wealth management.

The role emphasizes building trust, understanding client goals, and delivering tailored investment plans, with a focus on exceptional client experience and collaboration with internal specialists.

Qualifications

• Experience in Private Banking with high net worth individuals.
• Business development experience with profiling, negotiation and referrals.
• Clear communication and strong presentation skills.
• Disciplined organizational skills and structured approach.
• Knowledge of investments, banking and trust concepts including asset allocation.
• Strong network in wealth management.

Responsibilities

• Generate business results and acquire new assets from existing or new clients.
• Advise clients on balance sheet, asset allocation, investment management and wealth planning.
• Partner with internal specialists to provide interdisciplinary expertise.
• Develop investment plans aligned with clients' goals with holistic asset allocation.
• Ensure proposed solutions meet short, medium and long-term goals.
• Adhere to risk and control policies and regulatory guidelines.
• Collaborate with other Client Advisors to maximize team strength.

Skills

Private Banking experience

New business development

Client advisory skills

Investment knowledge

Relationship management

High net worth expertise

Education

Chartered Financial Analyst (CFA) is a plus

Job description

JP Morgan Chase in Spain is seeking an Associate, Client Advisor to lead new client acquisition and retention, drawing on a broad knowledge of investments, banking, trust services and financial planning to deliver comprehensive wealth management.

The role emphasizes building trust, understanding client goals, and delivering tailored investment plans, with a focus on exceptional client experience and collaboration with internal specialists.