International Private Bank, Client Advisor, Germany, Associate

Vor 5 Tagen

Berlin, Berlin, Deutschland JPMorganChase Vollzeit 60.000 € - 120.000 € pro Jahr
Description

Job summary:

As a Client Advisor, Germany, Associate within the International Private Bank, 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 favorable
  • Chartered Financial Analyst (CFA) is a plus
  • Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship

  • International Private Bank, Client Advisor, Germany, Executive Director

    Vor 4 Tagen

    Berlin, Berlin, Deutschland JPMorganChase Vollzeit 80.000 € - 120.000 € pro Jahr

    DescriptionAs a Client Advisor, Germany, Executive Director within the International Private Bank, 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...

  • Client Advisor KaDeWe

    Vor 4 Tagen

    Berlin, Berlin, Deutschland DOLCE&GABBANA Vollzeit 40.000 € - 60.000 € pro Jahr

    We are currently looking for aClient Advisorfor our store inBerlin KaDeWe. As a Client Advisor, you will be the Brand ambassador and you will make sure to provide an excellent service to every customer.Key ResponsibilitiesPromote and sell products by identifying our international customers' needs.Deliver outstanding customer service and build long-term...

  • Client Advisor Munich

    Vor 5 Tagen

    Berlin, Berlin, Deutschland DG Vollzeit 40.000 € - 60.000 € pro Jahr

    We are currently looking for a (Sr.) Client Advisor for our boutique in Munich.As a (Sr.) Client Advisor, you will be the Brand ambassador and you will make sure to provide an excellent service to every customer.Key ResponsibilitiesPromote and sell products by identifying our international customers' needs. Deliver outstanding customer service and build...

  • International Private Bank, Lending Specialist, Associate or Vice President, Germany

    Vor 4 Tagen

    Berlin, Berlin, Deutschland JPMorganChase Vollzeit 60.000 € - 100.000 € pro Jahr

    DescriptionThis 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...

  • Client Advisor

    Vor 3 Tagen

    Berlin, Berlin, Deutschland Burberry Vollzeit 40.000 € - 60.000 € pro Jahr

    INTRODUCTION At Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today.   We aim to...

  • Client Advisor

    Vor 6 Tagen

    Berlin, Berlin, Deutschland Bucherer AG Vollzeit 40.000 € - 60.000 € pro Jahr

    Bucherer ist europaweit die führende Marke im Handel von hochwertigen Uhren und Schmuck. Permanente Inspiration unserer Kundschaft, perfekte Gastfreundschaft und gelebte Leidenschaft stehen dabei im Zentrum der Bucherer Philosophie.Client Advisor (m/w/d)an unserer Department Store im KaDeWe in Berlin in VollzeitIhre AufgabenUnsere anspruchsvollen nationalen...

  • MIU MIU Client Advisor

    Vor 4 Tagen

    Berlin, Berlin, Deutschland 6884b93f-dc65-4363-a65d-4eb34b01b637 Vollzeit 40.000 € - 60.000 € pro Jahr

    Founded in 1913 in Italy, the Prada Group was built on a tradition of excellence and with a vision of innovation. The Group, a world leader in the luxury sector, operates in more than 45 countries with the PRADA, Miu Miu, Church's and Car Shoe brands, and has employees of over 100 nationalities.JOB DETAILSWe are seeking a passionate and dedicated Client...

  • Associate, Client Services

    Vor 4 Tagen

    Berlin, Berlin, Deutschland Atheneum Partners Vollzeit 40.000 € - 80.000 € pro Jahr

    Are you a problem solver and a fast learner? Would you enjoy working in a fast-paced, entrepreneurial environment? Do you want to be part of a diverse and driven team striving for excellence? If the answer is yes, then keep reading  Who We Are:  Atheneum is a leading global insights platform servicing various clients including distinguished strategy...

  • Health Safety Environment Advisor

    vor 2 Wochen

    Berlin, Berlin, Deutschland Spencer Ogden Vollzeit 60.000 € - 75.000 € pro Jahr

    HSE Advisor / Coordinator – Onshore Wind (12-Month Contract)Location:Various sites across Germany (travel required)Contract:12 monthsSector:Renewable Energy / Onshore WindWe are seeking an experiencedHSE Advisor / Coordinatorto join a leading renewable energy client on a 12-month assignment across multiple onshore wind farm sites in Germany.In this role,...

  • Berlin Boutique_ Client Advisor

    vor 1 Woche

    Berlin, Berlin, Deutschland Cliente Anonimo Vollzeit 30.000 € - 45.000 € pro Jahr

    We are an Italian luxury brand with a long-standing heritage and a well-defined creative identity. Our maison stands out for its blend of craftsmanship, stylistic research, and exceptional material quality. Drawing inspiration from diverse cultural influences, our collections are known for their originality and refined aesthetic. We operate in a dynamic and...