Client Advisor, Italy, Vice President

JPMorgan Chase & Co; Milano; In loco; EUR 60.000 - 100.000; Tempo pieno

Descrizione del lavoro

A leading financial services firm is seeking a Client Advisor to enhance client relationships and drive business growth within the Italian market. The role involves managing client portfolios, providing investment insights, and delivering a comprehensive wealth management experience. Ideal candidates will have substantial experience in Private Banking, a strong network, and a commitment to excellence in client service.

Competenze

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

Mansioni

• Manage and maintain client relationships, providing targeted advice.
• Generate business results through proactive development and referrals.
• Develop and implement investment plans based on clients' goals.

Conoscenze

Relationship Management

Business Development

Investment Knowledge

Negotiation

Attention to Detail

Customer Service

Formazione

CFA designation

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 elevate your career.

Job summary

As a Client Advisor in J.P. Morgan's Private Banking business, you will contribute to business growth by deepening client relationships and retaining assets through a broad knowledge of investments, banking, lending, and financial planning. Your role involves communicating market strategies and investment insights to clients, consulting to determine their portfolio objectives, and managing long-term asset allocations. The investment universe includes Fixed Income, Equities, Alternatives, and global Multi-Asset mandates. You will also be responsible for delivering a comprehensive wealth management experience and engaging resources to enhance client satisfaction.

Job responsibilities

1. Manage and maintain client relationships by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering exceptional service.
2. Generate business results by deepening existing client relationships and acquiring new assets through proactive business development and referrals.
3. Ensure client account profiles are complete and accounts are maintained in compliance with J.P. Morgan's Risk and Control Management policies, regulatory guidelines, and security measures.
4. Understand clients’ goals to develop and implement investment plans, including holistic asset allocation, portfolio management, and tactical shifts, along with wealth planning, credit, and banking needs.
5. Conduct investment reviews to validate objectives, prepare recommendations, and ensure solutions meet clients’ needs through a holistic, goals-based planning approach.

Required qualifications, capabilities, and skills

1. Several years of experience in Private Banking working with high and ultra-high net worth Italian individuals, including family-owned businesses, entrepreneurs, executives, single-family offices, and endowments.
2. Strong network and reputation within the Italian private client sphere.
3. Previous business development experience, including profiling, negotiation, and proactive referral solicitation.
4. Knowledge of investments, credit, banking, and wealth advisory concepts, including asset allocation, portfolio management, and wealth planning.
5. Experience with equity, fixed income markets, and alternative investments such as Hedge Funds and Private Equity.
6. Achievement-oriented with attention to detail and a focus on exceeding business goals.
7. Fluent in English and Italian.
8. Asset allocation or multi-asset class sales experience is preferable; CFA designation is a plus.
9. Ability to thrive in a culture valuing innovation, customer service, partnership, and entrepreneurship.
10. Strong relationship management, presentation, interpersonal skills, motivation, and a positive attitude.

About us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to prominent clients worldwide. Our approach is to serve clients with excellence, building trusted, long-term partnerships to help achieve their objectives. We value diversity and inclusion, ensuring equal opportunity and accommodating religious, mental health, and other needs.