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Executive Director, Private Banker

On-site in Madrid·Added 4 months ago

This job was published 4 months ago

JPMorgan Chase

25 open roles

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Our summary

Work mode: On-site, Madrid
Experience: Senior level

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Skills

Nice to have

Requirements

What we're looking for

Significant experience in Private Banking working with high net worth individuals or related fields within financial services
Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
Strong reputation with an established network

Nice to have

Asset allocation / multi asset class portfolio or sales experience is favorable
Chartered Financial Analyst (CFA) is a plus
Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship

The role

For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients.

What you'll do

Generate business results and acquire new assets, both from existing client base and new client acquisition
Advise clients on their overall 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 client's 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 measure
Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal

About JPMorgan Chase

JPMorgan Chase is a global financial services firm and one of the largest banking institutions in the world, serving millions of consumers, small businesses, and corporate, institutional, and government clients across more than 100 markets. With a history spanning over 225 years, the company operates through its J.P. Morgan and Chase brands, offering a wide range of banking, investment, and wealth management services.

In Spain, JPMorgan Chase has a presence in Barcelona, where it hires for roles such as Client Relationship Manager, Customer Service Analyst, and Product Director. The company is known for its commitment to service, innovation, and diversity, and offers opportunities for international professionals to work in a dynamic, global environment.

Industry: Banking
Founded: 1799
Employees: 250,000+
Headquarters: New York City, USA
In Spain: Barcelona
Website: jpmorganchase.com

Good to know if you are moving

JPMorgan Chase has a significant office in Barcelona, Spain, offering roles in client relationship management, customer service, and product management.
The company operates in over 100 global markets, providing opportunities for international career mobility.
JPMorgan Chase is an equal opportunity employer and emphasizes diversity and inclusion in its workforce.
The firm is a global banking partner of the Olympic and Paralympic Games, reflecting its broad international reach.
Roles in Spain may require European language skills, such as Czech or Swedish, in addition to English.

In their own words

About the company & team

As an Executive Director, Client Advisor in the Spanish private banking team, you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution.

Our Client Advisors are self-starters with a proven track record of success, they are skilled problem solvers who offer specialized advice to clients. You would manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.

Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster success.

All open roles at JPMorgan Chase