Vice President, Private Banking Client Advisor
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Vice President, Private Banking Client Advisor
About the Role
Greater Madrid, Spain Area(Madrid, Spain)
The Company is seeking a Vice President, Client Advisor for its Spanish private banking team. This role is ideal for individuals with an entrepreneurial spirit, a strong drive for success, and a passion for delivering world-class service. The successful candidate will be responsible for leading new client acquisition and retention, providing a complete wealth management solution, and ensuring an exceptional client experience. Key responsibilities include generating business results, advising clients on their overall balance sheet, and partnering with internal specialists to meet client needs. The role demands a self-starter with a proven track record, strong problem-solving skills, and the ability to manage and maintain client relationships effectively. Applicants for the Vice President, Client Advisor position should have experience in private banking or related financial services, with a focus on high-net-worth individuals. The role requires a dynamic and credible professional with strong organizational skills, a disciplined approach to business, and a strong reputation with an established network. A background in business development, including proactive client profiling, negotiation, and referral generation, is essential. The ideal candidate will have a deep understanding of investments, banking, and trust concepts, and the ability to provide specialized advice to clients. A Chartered Financial Analyst (CFA) designation is a plus, and the candidate should be able to thrive in a culture that values innovation, customer service, and entrepreneurship.
Functions:
- Finance
- Sales/Revenue
About the Company
Diverse financial services firm & investment bank
Industry
Financial Services
Type
Public Company (JPM)
Age
employees
10,001+
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