Wealth Planner & Private Banking Client Advisor

Next Frontier Capital; España; Presencial; EUR 90.000 - 130.000; Jornada completa

Descripción de la vacante

J.P. Morgan is seeking an Associate, Client Advisor for its Spanish private banking team. The role focuses on leading new client acquisition and retention through expertise in investments, banking, trust services and financial planning.

As a self-starter with a proven track record, you will manage client relationships, deliver tailored wealth management solutions and collaborate with internal specialists to provide holistic advisory services.

Formación

• Experience in Private Banking with high net worth clients or related financial services.
• Business development experience; ability to profile clients, negotiate and request referrals.
• Clear communicator with strong presentation skills and professional credibility.
• Strong organizational discipline and a methodical approach to business.
• Knowledge of investments, banking and trust concepts including asset allocation and wealth planning.

Responsabilidades

• Generate business results and acquire new assets from existing and new clients.
• Advise on the client’s balance sheet including asset allocation, investment management and banking needs.
• Collaborate with internal specialists to provide interdisciplinary client solutions.
• Understand client goals to develop and implement holistic investment plans and wealth strategies.
• Ensure proposed solutions meet client needs in the short, medium and long term with goals-based planning.
• Adhere to risk, regulatory policies and security measures.
• Collaborate with other Client Advisors to maximize team performance.

Conocimientos

Private Banking experience

Business development

Profiling & referrals

Presentation skills

Organizational skills

Investments & banking knowledge

Established network

Educación

CFA (nice to have)

Descripción del empleo

J.P. Morgan is seeking an Associate, Client Advisor for its Spanish private banking team. The role focuses on leading new client acquisition and retention through expertise in investments, banking, trust services and financial planning.

As a self-starter with a proven track record, you will manage client relationships, deliver tailored wealth management solutions and collaborate with internal specialists to provide holistic advisory services.