Senior Wealth Advisor & Private Banking Lead

Testing Site - JPMC; Lombardia; Presencial; EUR 120.000 - 190.000; Jornada completa

Descripción de la vacante

Testing Site - JPMC in Italy seeks a Vice President, Client Advisor to lead new client acquisition and retention with expertise in investments, banking, trust services and financial planning.

You will manage client relationships, understand needs, deliver targeted advice, and coordinate with internal specialists to provide a holistic wealth management solution. A performance-driven culture and teamwork drive success.

Formación

• Experience in private banking with UHNW individuals or related fields.
• Knowledge of profiling, negotiation and asking for referrals.
• Clear communicator with strong presentation skills.
• Disciplined, organized approach in client-facing roles.
• Understanding of investments, banking and trust concepts.

Responsabilidades

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

Conocimientos

Private Banking experience (UHNW)

Business development

Communication & presentation

Organizational discipline

Investments, banking and trust basics

Strong network/reputation

Descripción del empleo

Testing Site - JPMC in Italy seeks a Vice President, Client Advisor to lead new client acquisition and retention with expertise in investments, banking, trust services and financial planning.

You will manage client relationships, understand needs, deliver targeted advice, and coordinate with internal specialists to provide a holistic wealth management solution. A performance-driven culture and teamwork drive success.