IPB, Client Advisor, Vice President, Spain
hace 6 días
DescriptionFor 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: As an Vice President, 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. Job Responsibilities: 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 Required Qualifications, Capabilities and Skills: 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 favourable Chartered Financial Analyst (CFA) is a plus Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship
-
IPB, Client Advisor, Vice President, Spain
hace 2 semanas
Madrid, Madrid, España JPMorganChase A tiempo completoDescriptionFor 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...
-
IPB, Client Advisor, Vice President, Spain
hace 1 semana
Madrid, España JPMorganChase A tiempo completoFor 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. As an Vice President, Client Advisor in the Spanish private banking team, you would lead new client acquisition and retention through a broad knowledge of...
-
IPB, Client Advisor, Vice President, Spain
hace 4 días
Madrid, España JPMorgan Chase A tiempo completoFor 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...
-
IPB, Client Advisor, Vice President, Spain
hace 18 horas
Madrid, España JPMorganChase A tiempo completoFor 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...
-
IPB, Client Advisor, Vice President, Spain
hace 2 días
Madrid, España JPMorganChase A tiempo completoFor 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...
-
IPB, Client Advisor, Vice President, Spain
hace 1 semana
Madrid, Madrid, España JPMorgan Chase & Co. A tiempo completoFor 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...
-
IPB, Client Advisor, Vice President, Spain
hace 7 días
Madrid, Madrid, España JPMorganChase A tiempo completoJob DescriptionFor 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...
-
VICE PRESIDENT FACTORING SPECIALIST. CIB
hace 2 semanas
Madrid, España CaixaBank Group A tiempo completoVICE PRESIDENT FACTORING SPECIALIST. CIBSeniority level: ExecutiveEmployment type: Full-timeJob function: FinanceIndustry: Banking and Investment BankingDescripción del puestoCIB Transaction Banking es una Unidad de Producto que depende de la Dirección Ejecutiva CIB y que presta servicio a clientes de banca mayorista. La unidad ofrece productos de...
-
Vice President of Sales, Spain
hace 18 horas
Madrid, España Adlook A tiempo completoVice President of Sales, Spain Adlook Madrid, Community of Madrid, SpainAs a VP of Sales at Adlook, a leading ad tech company, you will be crucial in driving revenue growth by strategically developing business with upper‑funnel focus clients and agencies in Spain. Utilising Adlook's innovative advertising solutions, you will be responsible for cultivating...
-
Vice President of Business Development
hace 7 días
Madrid, España Vector Talent A tiempo completoOn behalf of our client, a leading international CDMO specialising in viral vector technologies, we are seeking a strategic Vice President of Business Development. This is a critical leadership role responsible for driving global expansion and managing complex commercial partnerships.The Vice President of Business Development is responsible for driving...
