Client Advisor, Germany, Vice President
vor 4 Wochen
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**:
- 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 and ultra-high net worth German individuals including family-owned 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 parent-child 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 on-site medical checks and vaccinations to educational sessions and a subsidised in-house 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 direc
Wir haben weitere aktuelle Stellen in diesem Bereich, die Sie unten finden können
-
Client Advisor, Germany, Vice President
vor 1 Monat
Frankfurt am Main, Deutschland JPMorgan Chase & Co Vollzeit**JOB 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...
-
Vice President Artificial Intelligence
vor 4 Wochen
Frankfurt am Main, Hessen, Deutschland Cloudflight VollzeitVice President Artificial Intelligence (m/f/x) AreaOtherLocationsFrankfurt (Germany), Munich (Germany), Cologne (Germany)Remote statusHybrid RemoteEmployment typeFull-timeBenefits and Perks
-
Vice President, Customer Due Diligence
vor 2 Monaten
Frankfurt am Main, Deutschland NatWest Group VollzeitCustomer Service & Operations, Customer Vice President, Customer Due Diligence - Frankfurt am Main, Germany- Permanent- Full Time#R-00227621
-
Vice President, Investment Banking
vor 5 Stunden
Frankfurt am Main, Hessen, Deutschland Selby Jennings VollzeitSeeking a Vice President for an Elite Investment Bank's Frankfurt OfficeOur client, an established investment banking firm located in the heart of Frankfurt am Main, is currently seeking to hire a skilled and experienced Vice President. The successful candidate will have extensive experience within M&A transactions as well as be fluent in...
-
Client Advisor, Germany, Vice President
vor 2 Monaten
Frankfurt am Main, Deutschland JPMorgan Chase Bank, N.A. VollzeitThis is an exciting opportunity for you to join a dynamic, diverse team within the German market of J.P Morgan's EMEA Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to...
-
Vice President
vor 1 Woche
Frankfurt am Main, Deutschland Uncommon People Vollzeit**For our client, a premium car manufacturer from China, we are searching for a Vice President in Frankfurt, Germany.** **Responsibilities**: - Expert in overall facet of Automotive Operations such as DND, Aftersales, Strategic planning for expansion et al. - Assist the CEO or the country director to manage the company's daily operations and promote the...
-
Vice President Investment Banking
vor 4 Wochen
Frankfurt am Main, Deutschland Selby Jennings VollzeitSenior Consultant @ Selby Jennings | Corporate & Investment Banking Seeking a Vice President for an Elite Investment Bank's Frankfurt Office Our client, an established investment banking firm located in the heart of Frankfurt am Main, is currently seeking to hire a skilled and experienced Vice President. The successful candidate will have extensive...
-
Vice President Artificial Intelligence
vor 1 Monat
Frankfurt am Main, Deutschland Cloudflight VollzeitVice President Artificial Intelligence (m/f/x) Area Other Locations Frankfurt (Germany), Munich (Germany), Cologne (Germany) Remote status ...
-
Global Vice President
vor 3 Wochen
Frankfurt am Main, Frankfurt am Main, Deutschland ING Deutschland VollzeitVice President Corporate Sector Lending (w/m/d) am Standort Frankfurt ING Wholesale Banking Germany steht für das Firmenkundengeschäft der ING Deutschland. Über die klassische Unternehmensfinanzierung hinaus, beraten wir unsere Firmenkunden bei nachhaltigen und innovativen Finanzierungsprojekten – mit Start-up-Esprit und dem Anspruch, immer einen...
-
Global Vice President
vor 2 Wochen
Frankfurt am Main, Frankfurt am Main, Deutschland ING Deutschland VollzeitVice President Corporate Sector Lending (w/m/d) am Standort Frankfurt ING Wholesale Banking Germany steht für das Firmenkundengeschäft der ING Deutschland. Über die klassische Unternehmensfinanzierung hinaus, beraten wir unsere Firmenkunden bei nachhaltigen und innovativen Finanzierungsprojekten – mit Start-up-Esprit und dem Anspruch, immer einen...
-
Vice President
vor 1 Monat
Frankfurt am Main, Deutschland Jobs via eFinancialCareers VollzeitVice President Investment Banking M&A (m/w/d) GKES Frankfurt am Main, Deutschland Gepostet vor 6 Tagen Flexibel Festanstellung nach Vereinbarung Für unseren Kunden, eine international führende Investmentbank, suchen wir ab sofort und exklusiv am Standort Frankfurt einen Vice President M&A (m/w/d). Erfolgreicher Abschluss eines relevanten Studiums...
-
Vice President, Financial Crime, First Line of
vor 2 Monaten
Frankfurt am Main, Deutschland NatWest Group VollzeitCustomer Service & Operations, Customer Vice President, Financial Crime, First Line of Defence - Frankfurt am Main, Germany- Permanent- Full Time#R-00228147
-
Vice President Finanzwesen
vor 5 Stunden
Frankfurt am Main, Hessen, Deutschland JCW VollzeitFür eine internationale Bank in Frankfurt suchen wir nach einem Vice President/ Assistant Vice President (m/w/d) für die Exportfinanzierung. Idealerweise bringen Sie ausgeprägte Kenntnisse in der Exportfinanzierung mit und sind sicher im Umgang mit ECA gedeckten Finanzierungen.Ihre Aufgaben:Vertrieb, Konzeption und Umsetzung kundenindividueller,...
-
Vice President Corporate Sector Lending
vor 5 Stunden
Frankfurt am Main, Hessen, Deutschland ING Deutschland VollzeitDie ING ist eine der am schnellsten wachsenden Unternehmenskundenbanken in Deutschland. Vice President Corporate Sector Lending (w/m/d) am Standort Frankfurt ING Wholesale Banking Germany steht für das Firmenkundengeschäft der ING Deutschland. Über die klassische Unternehmensfinanzierung hinaus, beraten wir unsere Firmenkunden bei nachhaltigen und...
-
Vice President Investment Banking
vor 1 Monat
Frankfurt, Deutschland Selby Jennings VollzeitSeeking a Vice President for an Elite Investment Bank's Frankfurt OfficeOur client, an established investment banking firm located in the heart of Frankfurt am Main, is currently seeking to hire a skilled and experienced Vice President. The successful candidate will have extensive experience within M&A transactions as well as be fluent in...
-
Vice President, Investment Banking
vor 1 Monat
Frankfurt am Main, Deutschland Selby Jennings VollzeitSeeking a Vice President for an Elite Investment Bank's Frankfurt OfficeOur client, an established investment banking firm located in the heart of Frankfurt am Main, is currently seeking to hire a skilled and experienced Vice President. The successful candidate will have extensive experience within M&A transactions as well as be fluent in...
-
Vice President, Investment Banking
vor 2 Wochen
Frankfurt am Main, Deutschland Selby Jennings VollzeitSeeking a Vice President for an Elite Investment Bank's Frankfurt OfficeOur client, an established investment banking firm located in the heart of Frankfurt am Main, is currently seeking to hire a skilled and experienced Vice President. The successful candidate will have extensive experience within M&A transactions as well as be fluent in...
-
Vice President, Investment Banking
vor 4 Wochen
Frankfurt am Main, Deutschland Selby Jennings VollzeitSeeking a Vice President for an Elite Investment Bank's Frankfurt Office Our client, an established investment banking firm located in the heart of Frankfurt am Main, is currently seeking to hire a skilled and experienced Vice President. The successful candidate will have extensive experience within M&A transactions as well as be fluent in German. ...
-
Vice President, Customer Due Diligence, Natwest
Vor 6 Tagen
Frankfurt am Main, Deutschland NatWest Group VollzeitCustomer Service & Operations, Customer Vice President, Customer Due Diligence, NatWest Bank Europe - Frankfurt am Main, Germany- Permanent- Full Time#R-00227621 Our people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive. - This role is based in Germany and...
-
Global Vice President
vor 1 Woche
Frankfurt am Main, Deutschland ING Deutschland Vollzeitbr>Vice President Corporate Sector Lending (w/m/d) am Standort FrankfurtING Wholesale Banking Germany steht fümit Start-up-Esprit und dem Anspruch, immer einen Schritt voraus zu sein. ber die Strukturierung von Transaktionen und die Vorbereitung der Kreditangebote bis hin zum Abschluss der Transaktionen involviert, üfung von Dokumentationen sowie die...
