Senior Private Banking & Wealth Advisor

Next Frontier Capital; España; Presencial; EUR 90.000 - 120.000; Jornada completa

Descripción de la vacante

J.P. Morgan Private Banking in Spain seeks an Associate, Client Advisor to drive new client acquisition and retention through knowledge of investments, banking, trust services and financial planning.

You would manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice and delivering an exceptional client experience. Our culture emphasizes performance, transparency and partnership as we collaborate with internal specialists to

Formación

• Experience in Private Banking with high net worth clients.
• Proven business development and proactive referral skills.
• Dynamic, credible professional with clear communication.
• Disciplined, organized approach to business.
• Knowledge of investments, banking and trust concepts.

Responsabilidades

• Generate business results and acquire new assets from existing and new clients.
• Advise on balance sheet, asset allocation, wealth planning, credit and banking needs.
• Partner with internal specialists for interdisciplinary client solutions.
• Develop investment plans with holistic asset allocation and portfolio shifts.
• Ensure solutions meet short-, medium-, and long-term goals.
• Adhere to risk policies and collaborate to maximize team performance.

Conocimientos

Private banking experience

High net worth clients

Business development

Referral skills

Presentation skills

Descripción del empleo

J.P. Morgan Private Banking in Spain seeks an Associate, Client Advisor to drive new client acquisition and retention through knowledge of investments, banking, trust services and financial planning.

You would manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice and delivering an exceptional client experience. Our culture emphasizes performance, transparency and partnership as we collaborate with internal specialists to