UHNW Wealth Advisor, Private Banking

JPMorganChase; Madrid; Presencial; EUR 90.000 - 150.000; Jornada completa

Descripción de la vacante

J.P. Morgan Private Bank is seeking an International Wealth Advisor to serve the UHNW Spanish market.

You will deliver personalized wealth management solutions, including tax and estate planning, and help families develop governance strategies while acting as a primary resource for complex long-term needs. Based in Spain, you will build relationships with clients and professional advisors, present educational content, and collaborate with the broader Private Bank team to expand business while

Formación

• Proven track record in UHNW wealth planning and governance.
• Experience with Spanish UHNW families and cross-border wealth.
• Knowledge of financial markets and investment products.
• Fluency in English and Spanish.

Responsabilidades

• Assist Spain-based clients in developing family wealth and governance strategies.
• Provide guidance on structures for large families with wealth across assets and currencies.
• Assist prospective clients planning liquidity events.
• Recommend tailor-made solutions across generations and jurisdictions.
• Serve as primary contact for asset protection, wealth structuring and tax questions.
• Cultivate relationships with professional advisors and coordinate PA outreach.
• Deliver in-market educational presentations to various audiences.

Conocimientos

Client engagements

Wealth planning

Relationship management

Bilingual English/Spanish

UHNW experience

Educación

Finance/Business degree (preferred)

Descripción del empleo

J.P. Morgan Private Bank is seeking an International Wealth Advisor to serve the UHNW Spanish market.

You will deliver personalized wealth management solutions, including tax and estate planning, and help families develop governance strategies while acting as a primary resource for complex long-term needs. Based in Spain, you will build relationships with clients and professional advisors, present educational content, and collaborate with the broader Private Bank team to expand business while