Client Advisor, Italy, Vice President

7 mesi fa

Milano, Italia JPMorgan Chase & Co A tempo pieno

**JOB DESCRIPTION**
This is an exciting opportunity for you to join a dynamic, diverse team within the Italian 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 constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

**Job summary**:
As a Client Advisor in J.P. Morgan's Private Banking business, you would contribute to the growth of the business through deepening and retention via a broad knowledge of investments, banking, lending and financial planning. The Advisor will communicate market strategy, investment knowledge to clients and will consult with clients to determine their portfolio objectives and long term asset allocations. The investment universe includes Fixed Income, Equities, Alternatives and global Multi-Asset mandates. This role is also responsible for the client experience and engaging our resources to deliver a complete wealth management solution.

**Job responsibilities**
- 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
- Generate business results and acquire new assets, both from deepening existing client base and new client acquisition
- Manage each client relationship to ensure that the client has a completed profile and that accounts are properly maintained and serviced, specifically adhering to J.P. Morgan Risk and Control Management policies, regulatory guidelines and security measure
- 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
- Conduct investment reviews with clients to validate investment objectives, prepare recommendations and ensure that proposed solutions fulfil clients' needs and objectives through a holistic goals based planning approach

**Required qualifications, capabilities, and skills**
- Several years’ experience in Private Banking working with high and ultra-high net worth Italian individuals including family owned businesses and entrepreneurs, executives, single family offices and endowments or related fields within financial services
- Strong network and reputation within the Italian private client sphere
- Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively
- Experience or demonstrated understanding of investments, credit, banking and wealth advisory 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
- Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds and Private Equity
- Achievement oriented, focused on exceeding business goals with sufficient attention to detail
- Fluent in English and Italian
- Asset allocation / multi asset class portfolio or sales experience is preferable. Chartered Financial Analyst (CFA) is a plus
- Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship
- Strong relationship management, presentation and interpersonal skills, show strong motivation and positive attitude

**ABOUT US**

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 directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or

  • Client Advisor, Italy, Vice President

    7 mesi fa

    Milano, Italia JPMorgan Chase & Co A tempo pieno

    **JOB DESCRIPTION** This is an exciting opportunity for you to join a dynamic, diverse team within the Italian 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...

  • Advisory Vice President Italy

    2 settimane fa

    Milano, Italia Buscojobs A tempo pieno

    The Macquarie Capital Advisory team provides advisory and financing services focused on mergers and acquisitions and debt advisory to a global client base.We are looking for a Vice President to strengthen our presence in Italy.At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities.We are a...

  • Advisory Vice President Italy

    17 ore fa

    Milano, Italia Macquarie Group Limited A tempo pieno

    The Macquarie Capital Advisory team provides advisory and financing services focused on mergers and acquisitions and debt advisory to a global client base. We are looking for a Vice President to strengthen our presence in Italy. At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a...

  • Advisory Vice President Italy

    3 settimane fa

    Milano, Italia Macquarie Group Limited A tempo pieno

    The Macquarie Capital Advisory team provides advisory and financing services focused on mergers and acquisitions and debt advisory to a global client base. We are looking for a Vice President to strengthen our presence in Italy. At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a...

  • Advisory Vice President Italy

    3 settimane fa

    Milano, Italia Macquarie Group Limited A tempo pieno

    The Macquarie Capital Advisory team provides advisory and financing services focused on mergers and acquisitions and debt advisory to a global client base. We are looking for a Vice President to strengthen our presence in Italy. At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a...

  • Advisory Vice President Italy

    3 settimane fa

    Milano, Italia Macquarie Group Limited A tempo pieno

    The Macquarie Capital Advisory team provides advisory and financing services focused on mergers and acquisitions and debt advisory to a global client base. We are looking for a Vice President to strengthen our presence in Italy.At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a...

  • M&a Vice President

    6 mesi fa

    Milano, Italia HAYS A tempo pieno

    M&A | Vice President | Corporate Finance | Boutique | Consulenza finanziaria | Milano La tua nuova aziendaIl nostro cliente è una nota Società indipendente di Consulenza Finanziaria che fornisce servizi di investment banking affiancando imprenditori, aziende industriali, investitori privati e investitori istituzionali. In ottica di potenziamento...

  • Asset & Wealth Management - Marketing - Vice President - Milan Milan · Italy · Vice President

    1 settimana fa

    Milano, Italia Goldman Sachs Bank AG A tempo pieno

    Opportunity Overview Corporate Title: Vice President Office Location(s): Milan Job Function: Marketing Division: Asset & Wealth Management Bringing together public markets and alternative investments, Goldman Sachs Asset Management provides clients around the world with dedicated, intelligent partnership that helps them realize their potential. We...

  • Asset & Wealth Management - Marketing - Vice President - Milan Milan · Italy · Vice President

    1 settimana fa

    Milano, Italia Goldman Sachs Bank Ag A tempo pieno

    Opportunity Overview Corporate Title: Vice President Office Location(s): Milan Job Function: Marketing Division: Asset & Wealth Management Bringing together public markets and alternative investments, Goldman Sachs Asset Management provides clients around the world with dedicated, intelligent partnership that helps them realize their potential.We shape...

  • Asset & Wealth Management - Marketing - Vice President - Milan Milan · Italy · Vice President

    17 ore fa

    Milano, Italia Goldman Sachs Bank Ag A tempo pieno

    Opportunity Overview Corporate Title: Vice President Office Location(s): Milan Job Function: Marketing Division: Asset & Wealth Management Bringing together public markets and alternative investments, Goldman Sachs Asset Management provides clients around the world with dedicated, intelligent partnership that helps them realize their potential. We shape...

  • Asset & Wealth Management - Marketing - Vice President - Milan Milan · Italy · Vice President

    1 settimana fa

    Milano, Italia Goldman Sachs Bank Ag A tempo pieno

    Opportunity OverviewCorporate Title: Vice PresidentOffice Location(s): MilanJob Function: MarketingDivision: Asset & Wealth ManagementBringing together public markets and alternative investments, Goldman Sachs Asset Management provides clients around the world with dedicated, intelligent partnership that helps them realize their potential. We shape...

  • Asset & Wealth Management - Marketing - Vice President - Milan Milan · Italy · Vice President

    1 settimana fa

    Milano, Italia Goldman Sachs Bank Ag A tempo pieno

    Opportunity Overview Corporate Title: Vice PresidentOffice Location(s): MilanJob Function: MarketingDivision: Asset & Wealth ManagementBringing together public markets and alternative investments, Goldman Sachs Asset Management provides clients around the world with dedicated, intelligent partnership that helps them realize their potential. We shape...

  • Emea Portfolio Solutions Sales, Vice President

    5 mesi fa

    Milano, Italia State Street Corporation A tempo pieno

    EMEA Portfolio Solutions Sales, Vice President page is loaded EMEA Portfolio Solutions Sales, Vice President Apply locations Frankfurt, Germany Amsterdam, Netherlands Luxembourg, Luxembourg Milan, Italy Paris, France time type Full time posted on Posted Today job requisition id R-748199 Who we are looking for The Vice President of EMEA Sales position is a...

  • Business Development, Aladdin Client Business, Vice

    3 mesi fa

    Milano, Italia BlackRock Investments A tempo pieno

    **Business Development, Aladdin Client Business, Vice President**: **Location**: **Milan, Lombardy** Category: **Sales/ Business Development** Job Requisition #**:R245076** Date posted**:Sep. 05, 2024

  • Senior Leader Development Italy

    1 mese fa

    Milano, Lombardia, Italia The Green Recruitment Company A tempo pieno

    Job Title: Senior Vice President - Development ItalyThe Green Recruitment Company is seeking a highly skilled Senior Vice President - Development Italy to lead the successful set-up of the company's development activities in the Italian market.Key Responsibilities:Coordinate and lead the development, definition, and implementation of a winning market entry...

  • Imi Cib

    3 settimane fa

    Milano, Italia Intesa Sanpaolo Group A tempo pieno

    **IMI CIB - Financial Engineering - Vice President**: - Data: 19 nov 2024- Località: Milano, IT- Società: Intesa Sanpaolo S.p.A.- Intesa Sanpaolo è il gruppo bancario leader in Italia. Servendo 14,6 milioni di clienti attraverso una rete nazionale di circa 5360 filiali, contribuisce allo sviluppo delle imprese e alla crescita del paese._ - E' alla...

  • Sales Leader for Italy

    4 settimane fa

    Milano, Lombardia, Italia ADP A tempo pieno

    AccountabilitiesAs Vice President of Sales Italy, you will lead the sales team to achieve sales goals by providing direction and leadership to leaders and Sales Associates within your area of responsibility. You will expect excellence and professionalism from your team in performing their functions with the highest levels of integrity. You will work with...

  • Vice President Human Resources Emea

    6 mesi fa

    Milano, Italia Lectra A tempo pieno

    Lectra Italia SpA - **Vice President Human Resources EMEA** **INTRODUCTION**: We invite you to embark on a journey. A technological journey towards the evolution of our society and our industries, powered by Industry 4.0 and supported by Lectra. Software, equipment, data and servicesAt Lectra, as a major player in the fashion, automotive and furniture...

  • Regional Vice President of Sales, Southern Europe

    1 mese fa

    Milano, Lombardia, Italia Guidewire Software A tempo pieno

    About the RoleGuidewire Software is seeking a highly experienced Regional Vice President of Sales to lead our Southern European region. As a key member of our sales leadership team, you will be responsible for driving revenue growth and expanding our customer base in France, Belgium, Spain, and Italy.Key ResponsibilitiesRecruit, onboard, and manage a team of...

  • Vice President in the TMT&H sector team Italy

    4 settimane fa

    Milano, Lombardia, Italia ING A tempo pieno

    Associate/Vice President in the TMT&H sector team Italy Your role and work environment We are a global specialist sector coverage team at the heart of ING Wholesale Banking. We provide banking services and complex financial solutions to telecommunication, media, entertainment, technology, satellite, healthcare, and pharmaceutical companies across EMEA,...