VP, Private Wealth Client Advisor — Growth & Relationships

JPMorgan Chase & Co.; Milano; In loco; EUR 90.000 - 130.000; Tempo pieno

Descrizione del lavoro

JPMorgan Chase & Co. in Italy seeks a Vice President, Client Advisor to lead new client acquisition and retention through expert knowledge of investments, banking, trust services and financial planning.

You will manage relationships with ultra high net worth clients, deliver holistic wealth solutions, and collaborate with internal specialists to provide interdisciplinary advice across asset allocation, wealth planning, credit and banking.

Competenze

• Significant experience in Private Banking with UHNW clients.
• Business development experience with profiling, negotiation and referrals.
• Dynamic and credible professional with clear communication and strong presentation skills.
• Strong organizational skills and disciplined approach.
• Experience with investments, banking and trust concepts.
• Strong network with an established client base.

Mansioni

• Generate business results and acquire new assets from existing client base and new client acquisition.
• Advise clients on balance sheet including asset allocation, investment management, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed.
• Understand clients' goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needs.
• Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach.
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures.
• Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal.

Conoscenze

Private Banking

Relationship Building

Business Development

Investment Knowledge

Communication Skills

Organization

Formazione

CFA (Chartered Financial Analyst)

Descrizione del lavoro

JPMorgan Chase & Co. in Italy seeks a Vice President, Client Advisor to lead new client acquisition and retention through expert knowledge of investments, banking, trust services and financial planning.

You will manage relationships with ultra high net worth clients, deliver holistic wealth solutions, and collaborate with internal specialists to provide interdisciplinary advice across asset allocation, wealth planning, credit and banking.