Senior Private Banking Client Advisor

JPMorgan Chase & Co.; España; Vor Ort; EUR 120.000 - 210.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. International Private Bank in Spain seeks an Executive Director, Banker to lead new client acquisition and deepen relationships with high-net-worth clients through investments, banking, trust services and financial planning.

As a seasoned professional, you would manage client experience, coordinate with internal specialists, and deliver holistic wealth-management solutions while upholding risk guidelines and a client-centered service culture.

Qualifikationen

• Experience in Private Banking working with high net worth individuals or related fields within financial services.
• Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively.
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business.
• Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities.
• Strong reputation with an established network.

Aufgaben

• Generate business results and acquire new assets, both from existing client base and new client acquisition.
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed.
• Understand client's goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needs.
• Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach.
• Strictly adhere to all risk and control policies, regulatory guidelines and security measure
• Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal

Kenntnisse

Private Banking

High Net Worth Clients

Business Development

Relationship Management

Investment Advisory

Negotiation

Communication

Ausbildung

CFA (plus)

Jobbeschreibung

JPMorgan Chase & Co. International Private Bank in Spain seeks an Executive Director, Banker to lead new client acquisition and deepen relationships with high-net-worth clients through investments, banking, trust services and financial planning.

As a seasoned professional, you would manage client experience, coordinate with internal specialists, and deliver holistic wealth-management solutions while upholding risk guidelines and a client-centered service culture.