UHNW Wealth Advisor: Family Governance & Tax Strategy

Aumni; Espagne; Sur place; EUR 120 000 - 180 000; Plein temps

Résumé du poste

J.P. Morgan Private Bank in Spain seeks a Wealth Advisor to serve UHNW Spanish families with wealth planning, tax and estate guidance, and family governance strategies.

You will build trusted relationships and deliver personalized financial solutions across asset classes. Ideal candidates are fluent in English and Spanish, with experience advising clients at financial institutions or related advisory firms.

Qualifications

• Client engagements skills to earn client trust and confidence with a fiduciary approach.
• Proven track record in assisting UHNW Spanish families in wealth planning, protection, family governance, and family office strategies.
• Experience with clients at financial institutions, law firms, tax advisory practices, and consulting firms.
• Sound knowledge of financial markets and investment products.
• Ability to partner with clients’ other advisors, such as notaries, attorneys and accountants.
• Relevant qualifications may be considered a plus.
• Fluency in both English and Spanish.

Responsabilités

• Assist Spain-based clients in developing family wealth, business, and family governance strategies.
• Provide guidance on effective structures to accommodate the complex needs of large families with wealth distributed across various asset classes and currencies.
• Assist prospective clients planning about upcoming liquidity events.
• Recommend tailor-made solutions to meet client requirements across generations and jurisdictions.
• Serve as the primary contact for clients and their advisors regarding asset protection, wealth structuring and tax questions related to assets held with the Private Bank.
• Cultivate relationships with professional advisors serving international private clients, principally attorneys and accountants, and coordinate the team’s strategy for PA outreach.
• Deliver in-market educational presentations to internal and external audiences, including prospects, clients, and PAs.

Connaissances

Client engagement

UHNW wealth planning

Tax & estate planning

English-Spanish fluency

Cross-functional collaboration

Description du poste

J.P. Morgan Private Bank in Spain seeks a Wealth Advisor to serve UHNW Spanish families with wealth planning, tax and estate guidance, and family governance strategies.

You will build trusted relationships and deliver personalized financial solutions across asset classes. Ideal candidates are fluent in English and Spanish, with experience advising clients at financial institutions or related advisory firms.