Client Advisor, Germany, Vice President - Frankfurt am Main, Deutschland - JPMorgan Chase Bank, N.A.

JPMorgan Chase Bank, N.A.
JPMorgan Chase Bank, N.A.
Geprüftes Unternehmen
Frankfurt am Main, Deutschland

vor 2 Wochen

Lena Wagner

Geschrieben von:

Lena Wagner

beBee Recruiter
Beschreibung

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.


Job Summary


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.


Responsibilities:


  • Drive 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

Required Qualifications, Capabilities, and Skills

  • Significant experience in Private Banking working with high and ultrahigh net worth German individuals including familyowned businesses and entrepreneurs, executives, single family offices and endowments 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
  • Fluent in English and German
-
Preferred Qualifications, Capabilities, and Skills

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

We offer

  • Supportive environment to combine work and family requirements: flexible work arrangements, plus special support for working parents in emergency situations with free emergency childcare services and our very own parentchild office
  • Financial stability: competitive salaries, pension provisions via the BVV and our very own pension plan as well as an accident insurance
  • Personal wellbeing: a range of offers available from onsite medical checks and vaccinations to educational sessions and a subsidised inhouse canteen, plus the option to increase your vacation entitlement to more than the standard 30 days pa
  • Create a workspace where you can be yourself: you can get involved in our local philanthropic agenda, join employee networking groups and the JPM Club for social activities
  • Build your career: benefit from our bespoke mentoring programme and a broad range of learning and development offerings
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.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly
Mehr Jobs von JPMorgan Chase Bank, N.A.
Alle Jobs von JPMorgan Chase Bank, N.A. anzeigen