Vice President, Private Banking & Wealth Advisor

JPMorganChase; Madrid; On-site; EUR 120,000 - 180,000; Full time

Job summary

J.P. Morgan is seeking a Vice President, Client Advisor in Spain to lead new client acquisition and retention through comprehensive wealth management. You will manage client relationships, deliver tailored investment and banking solutions, and collaborate with specialists to provide interdisciplinary expertise for clients.

The role emphasizes a holistic, goals-based approach, strong client service, and a track record of success in private banking with high net worth individuals.

Qualifications

• Experience in Private Banking with high net worth clients.
• Business development experience with profiling, negotiation and referrals.
• Dynamic professional with clear communication and presentation skills.
• Strong organizational skills and disciplined approach.
• Experience or understanding of investments, banking and trust concepts.
• Established network in the wealth management space.

Responsibilities

• Generate business results and acquire new assets from existing clients and new acquisitions.
• Advise clients on overall balance sheet including asset allocation, investment management, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise to clients.
• Understand client goals to develop and implement investment plans including asset allocation and wealth planning.
• Ensure proposed solutions meet client needs in short, medium and long term via goals-based planning.
• Adhere to risk, control policies and regulatory guidelines.
• Collaborate with other Client Advisors to maximize team strength and achieve goals.

Skills

Private Banking

Client Acquisition

Investment Management

Wealth Planning

Relationship Management

Job description

J.P. Morgan is seeking a Vice President, Client Advisor in Spain to lead new client acquisition and retention through comprehensive wealth management. You will manage client relationships, deliver tailored investment and banking solutions, and collaborate with specialists to provide interdisciplinary expertise for clients.

The role emphasizes a holistic, goals-based approach, strong client service, and a track record of success in private banking with high net worth individuals.