Empleos actuales relacionados con IPB, Client Advisor, Vice President, Spain - Madrid, Madrid - JPMorganChase

  • IPB, Client Advisor, Vice President, Spain

    hace 1 semana

    Madrid, Madrid, España JPMorganChase A tiempo completo

    Job 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 or Executive Director

    hace 14 horas

    Madrid, Madrid, España AltamarCAM Partners A tiempo completo

    Altamar Advisory Partners, a subsidiary of Altamar CAM Partners engaged in financial advisory services for corporate transactions (mergers and acquisitions, capital markets, financing) and merchant banking, is seeking aVice PresidentorExecutive Directorfor its Madrid office.Job Description: Key ResponsibilitiesLead transaction execution alongside the firm's...

  • Vice President

    hace 2 semanas

    Madrid, Madrid, España Apex Group Ltd A tiempo completo

    The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers.Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully...

  • Vice President, M&A

    hace 1 semana

    Madrid, Madrid, España Lincoln International A tiempo completo

    We are trusted investment banking advisors to business owners and senior executives of leading private equity firms and public and privately held companies around the world. Our services include mergers and acquisitions advisory, private funds and capital markets advisory, and valuation and fairness opinions. As one tightly integrated team of more than...

  • Vice President, Specialist Sales SME

    hace 2 semanas

    Madrid, Madrid, España Mastercard A tiempo completo

    Our PurposeMastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships...

  • Vice President Front Office Quant

    hace 2 semanas

    Madrid, Madrid, España Tanddem & Partner A tiempo completo

    Desde la firma de búsqueda de ejecutivos Tanddem & Partner, estamos colaborando con unBancoen la búsqueda y selección de un/unaVice President Front Office Quant.ResponsabilidadesDesarrollo de librería de valoración de las distintas mesas de trading del área de Markets y ALM.Creación de nuevas herramientas para el seguimiento del riesgo y pricing de...

  • Assistant Vice President

    hace 2 días

    Madrid, Madrid, España Apex Group Ltd A tiempo completo

    The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers.Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully...

  • Vice President of Sales, Spain

    hace 2 días

    Madrid, Madrid, España Adlook A tiempo completo

    As 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 and nurturing relationships, and securing new...

  • Client Advisor Ibiza

    hace 1 semana

    Madrid, Madrid, España DG A tiempo completo

    We are currently seeking an experienced and proactive Client Advisor to join our Dolce & Gabbana boutique in Ibiza starting from April 2026.As a Client Advisor, you will be the Brand ambassador and you will make sure to provide an excellent service to every customer.Key ResponsibilitiesTailor the client experience in order to elevate experience and...

  • Vice President, Mergers and Acquisitions

    hace 14 horas

    Madrid, Madrid, España Valmet A tiempo completo

    Are you a strategic leader with a passion for driving growth through mergers and acquisitions?Valmet is seeking a visionary Vice President of Mergers & Acquisitions to lead and execute our global M&A strategy. This is more than a leadership position—it's a chance to make a lasting impact on our company and the industries we serve.In this pivotal role, you...

IPB, Client Advisor, Vice President, Spain

hace 2 semanas

Madrid, Madrid, España JPMorganChase A tiempo completo
Description

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:

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