International Private Bank, Client Advisor, Germany, Executive Director (all genders) JPMorgan Chase & Co.
Anzeige vom: 28.01.2025

International Private Bank, Client Advisor, Germany, Executive Director (all genders)

Standort:
  • Frankfurt am Main
JPMorgan Chase & Co.

Zusammenfassung

  • Arbeitszeit
    Vollzeit
  • Typ
    Festanstellung

Gewünschte Fähigkeiten & Kenntnisse

Network
Asset Management
Security
Asset Allocation
Innovation
MOST
CFA
Management
Multi Asset
Teamfähigkeit

Stellenbeschreibung

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives., J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.



Ihre Aufgaben


As a Client Advisor, Germany, Executive Director within the International Private Bank, 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.,

  • 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



Ihr Profil


  • 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

    Preferred qualifications, capabilities and skills:

  • 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

Profil

Fachliche Voraussetzung

  • Asset-Klassen, Asset-Management, Banking, Bauwesen, Beratung, Bilanzen, Business Development, Demonstrations-Fähigkeiten, Finanzen, Finanzielle Planung, Innovation, Investitionen, Kundendienst, Maklergeschäft, Mitarbeiterbindung, Partnerschaften, Private Finanzplanung, Unternehmertum, Verhandlung, Vermögensallokation, Vertrieb

Persönliche Fähigkeiten

  • Eigenmotivation, Empathisch, Hands-On-Mentalität, Koordinierend, Teamarbeit, Vertrauenswürdig

Bewerbung

    Branche:

    Andere / Unbekannt

    Arbeitgeber:

    JPMorgan Chase & Co.

    Adresse:

    JPMorgan Chase & Co.
    53225 Bonn-Geislar