International Private Bank, Client Advisor, Italy, Associate

23 ore fa

Milano, Lombardia, Italia JPMorgan Chase & Co. A tempo pieno

As a Senior Associate, Client Advisor in Italy 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 ultra 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
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 physical disability needs. Visit our FAQs for more information about requesting an accommodation.

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​

  • International Private Bank, Client Advisor, Italy, Associate

    5 giorni fa

    Milano, Lombardia, Italia JPMorganChase A tempo pieno

    DescriptionAs a Senior Associate, Client Advisor in Italy 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...

  • International Private Bank, Wealth Advisor, Italy, Vice President

    23 ore fa

    Milano, Lombardia, Italia JPMorgan Chase & Co. A tempo pieno

    We're seeking talented team members with an entrepreneurial mindset to provide first-class client experiences within the Italian market of our EMEA Private Banking business. As a Wealth Advisor, you'll be part of a team of specialists assisting clients with wealth management, including tax and estate planning guidance. You'll also help clients develop family...

  • International Private Bank, Client Advisor, Italy, Associate

    6 giorni fa

    Milano, Lombardia, Italia JPMorganChase A tempo pieno

    Job DescriptionAs a Senior Associate, Client Advisor in Italy 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...

  • Graduate Programme Private Bank 2026

    6 giorni fa

    Milano, Lombardia, Italia Deutsche Bank A tempo pieno

    Position OverviewFor over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities.Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank,...

  • Senior Project Risk Advisor

    23 ore fa

    Milano, Lombardia, Italia WTW A tempo pieno

    The Role Senior Associate – Client Relationship Management(Senior Project Risk Advisor)WTW Italy is seeking a Senior Associate – Client Relationship Management with a strong focus on new business development and management of existing financial clients.The role will act as a Senior Project Risk Advisor / Lender, supporting lenders and sponsors in...

  • Investment Banking Associate

    2 settimane fa

    Milano, Lombardia, Italia Deutsche Bank A tempo pieno

    Position OverviewFor over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities.Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank,...

  • Private Banker

    2 settimane fa

    Milano, Lombardia, Italia Acolyte Executive Search A tempo pieno

    Private Banker - Investment AdvisorAcolyte Executive Search has established a credible presence on behalf of leading private banks in the UK and EMEA. Over the past 2 years with successful senior Private Banking hires into Citibank, Barclays, Julius Baer, JP Morgan and Goldman Sachs.Proud to be recruiting for JP Morgan's for Italian Private Bank team. The...

  • ZURICH BANK

    5 giorni fa

    Milano, Lombardia, Italia Zurich Insurance A tempo pieno

    Zurich Italy Bank S.p.A. offre unostage formativodi 6 mesi, eventualmente rinnovabile di altri 6 mesi, all'interno della DirezioneLegale e Affari Societari, con sede a Milano – via Benigno Crespi, 23.Il/la tirocinante sarà inserito/a in un percorso di crescita professionale a fianco del tutor aziendale afferente alLegal & Corporate Affairs Office, con...

  • HR Business Advisor

    2 settimane fa

    Milano, Lombardia, Italia Deutsche Bank A tempo pieno

    Position OverviewFor over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities.Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank,...

  • ZURICH BANK

    5 giorni fa

    Milano, Lombardia, Italia LiveWell A tempo pieno

    Zurich Italy Bank S.p.A. offre uno stage formativo di 6 mesi, eventualmente rinnovabile di altri 6 mesi, all'interno della Direzione Legale e Affari Societari, con sede a Milano – via Benigno Crespi, 23.Il/la tirocinante sarà inserito/a in un percorso di crescita professionale a fianco del tutor aziendale afferente al Legal & Corporate Affairs...