Senior Private Banker - Netherlands Wealth Advisory

Aumni

Amsterdam

On-site

EUR 90,000 - 150,000

Full time

8 days ago

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Job summary

J.P. Morgan Asset & Wealth Management seeks a Netherlands-based Client Advisor to lead new client acquisition and retention in the International Private Bank.

You will apply expertise in investments, banking, trust services and wealth planning to deliver tailored solutions and exceptional service. The role requires building trust with high net worth clients and coordinating internal specialists to meet goals.

Qualifications

  • Significant private banking experience with NL high-net-worth clients.
  • Proven business development, profiling, negotiation and referral skills.
  • Strong communication, presentation and organizational abilities.
  • Knowledge of investments, banking and wealth planning concepts.

Responsibilities

  • Generate business results and acquire assets from existing and new NL clients.
  • Advise clients on balance sheets, asset allocation, investment management and wealth planning.
  • Partner with internal specialists to deliver interdisciplinary client solutions.
  • Develop and implement investment plans aligned with client goals across portfolios and wealth planning.
  • Ensure solutions meet short, medium and long-term objectives through holistic planning.
  • Adhere to risk, control policies and regulatory guidelines.
  • Collaborate with team to maximize performance and achieve goals.

Skills

Private Banking
Business development
Presentation skills
Organizational skills
Investments & wealth planning
Established network

Job description

J.P. Morgan Asset & Wealth Management seeks a Netherlands-based Client Advisor to lead new client acquisition and retention in the International Private Bank.

You will apply expertise in investments, banking, trust services and wealth planning to deliver tailored solutions and exceptional service. The role requires building trust with high net worth clients and coordinating internal specialists to meet goals.

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