Vice President, Client Advisor – Private Banking

Job Description

International Private Bank, Vice President, Banker, Spain | JPMorgan Chase

The Tone:
This is a full-time role at JPMorgan Chase, located in Spain. JPMorgan Chase’s International Private Bank focuses on delivering world-class service and comprehensive wealth management solutions to its clients. This role is critical for leading new client acquisition and retention within the Spanish private banking team, ensuring clients receive a first-class experience and specialized financial advice. It offers an exciting opportunity for individuals with an entrepreneurial spirit and a drive to succeed in private banking.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person – Spain
• Team: Spanish private banking team
• Mission: Lead new client acquisition and retention through extensive knowledge of investments, banking, trust services, and financial planning.

What You’ll Actually Do
• Business Generation: Generate business results and acquire new assets, both from the existing client base and through new client acquisition efforts.
• Client Advising: Advise clients on their overall balance sheet, including holistic asset allocation, investment management, wealth planning, credit, and banking needs.
• Solution Development: Understand client goals and objectives to develop and implement investment plans, ensuring proposed solutions fulfill short, medium, and long-term needs through a goals-based planning approach.
• Relationship Management: Manage and maintain client relationships by earning trust, thoroughly understanding client needs, providing targeted advice, and delivering an exceptional client experience.
• Compliance & Risk: Strictly adhere to all risk and control policies, regulatory guidelines, and security measures while performing duties.

The Must-Haves
• Background: Experience in Private Banking working with high net worth individuals or related fields within financial services, typically at a Vice President level.
• Experience: Previous business development experience with proven knowledge in client profiling, negotiation tactics, and proactively asking for referrals.
• Skills: Dynamic and credible professional who communicates with clarity and possesses exceptional presentation skills; demonstrates strong organizational skills and applies a disciplined approach to business; has experience or demonstrated understanding of investments, banking, and trust concepts including structured portfolios, managed portfolios, deposit/loan solutions, and wealth planning opportunities.
• Bonus: Asset allocation, multi-asset class portfolio, or sales experience is favorable; a Chartered Financial Analyst (CFA) designation is a plus; and a strong reputation with an established network.