Client Advisor, Italy, Vice President

JPMorgan Chase Bank, N.A.; Milano; In loco; EUR 70.000 - 120.000; Tempo pieno

Descrizione del lavoro

A leading global wealth management firm is seeking a Client Advisor to enhance client relationships and provide tailored investment solutions. The ideal candidate will have extensive experience in Private Banking, focusing on high and ultra-high net worth individuals. This role offers significant career growth opportunities in a collaborative and innovative environment.

Competenze

• Several years of experience in Private Banking with high net worth clients.
• Strong network within the Italian private client sphere.
• Fluent in English and Italian.

Mansioni

• Manage and maintain client relationships to ensure exceptional client experience.
• Drive business results by acquiring new assets from clients.
• Conduct investment reviews and prepare recommendations.

Conoscenze

Business development

Negotiation

Relationship management

Investment knowledge

Attention to detail

Formazione

Chartered Financial Analyst (CFA)

Descrizione del lavoro

This is an exciting opportunity for you to join a dynamic, diverse team within the Italian market of J.P Morgan's EMEA Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will work alongside talented colleagues from other markets, businesses, and functions, providing opportunities to advance your career. Our Private Bank is a global wealth management leader that offers high-quality advice, services, capabilities, and solutions to Ultra High Net Worth individuals and families worldwide. Through our integrated and diverse platform, we deliver highly customized, comprehensive, market-leading solutions to help clients navigate the challenges and complexities of the evolving financial landscape.

Job Summary

The Client Advisor is the face of J.P. Morgan's Private Banking business. This role contributes to business growth through deepening and retention by leveraging broad knowledge of investments, banking, lending, and financial planning. The Advisor communicates market strategies, investment insights to clients, and consults with them to determine their portfolio objectives and long-term asset allocations. The investment universe includes Fixed Income, Equities, Alternatives, and global Multi-Asset mandates. This role also focuses on delivering an exceptional client experience and coordinating resources to provide comprehensive wealth management solutions. Successful Private Advisors are self-starters with a proven track record, skilled problem solvers offering specialized advice. For those with an entrepreneurial spirit, tenacity, and a passion for delivering world-class service, this role offers a significant opportunity to grow your career. Our culture emphasizes performance, transparency, and partnership, driven by clear goals and active teamwork.

Responsibilities

1. Manage and maintain client relationships by earning trust, understanding needs, providing targeted advice, developing solutions, and ensuring an exceptional client experience.
2. Drive business results by deepening existing relationships and acquiring new assets from new and current clients.
3. Ensure client accounts are properly maintained and compliant with J.P. Morgan's risk, control, regulatory, and security standards.
4. Understand client goals to develop and implement investment plans, including holistic asset allocation, investment management, portfolio construction, tactical shifts, wealth planning, and banking needs.
5. Conduct investment reviews, validate objectives, prepare recommendations, and ensure solutions meet client needs through a holistic, goals-based planning approach.

Required Qualifications, Capabilities, and Skills

• Several years of experience in Private Banking working with high and ultra-high net worth Italian individuals, including family businesses, entrepreneurs, executives, family offices, and endowments.
• Strong network and reputation within the Italian private client sphere.
• Experience in business development, profiling, negotiation, and proactive referral solicitation.
• Knowledge of investments, credit, banking, and wealth advisory concepts, including asset allocation, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, trust and estate products, and wealth planning opportunities.
• In-depth knowledge of equity, fixed income markets, and alternative investments like Hedge Funds and Private Equity.
• Achievement-oriented with attention to detail and a focus on exceeding business goals.
• Fluent in English and Italian.

Preferred Qualifications

• Experience in asset allocation/multi-asset class portfolios or sales is preferable.
• Chartered Financial Analyst (CFA) designation is a plus.
• Ability to thrive in a culture that values innovation, customer service, partnership, and entrepreneurship.
• Strong relationship management, presentation, interpersonal skills, motivation, and a positive attitude.