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International Private Bank, Client Advisor, Vice President, Hamburg, Germany (all genders)

International Private Bank, Client Advisor, Vice President, Hamburg, Germany (all genders)
Hamburg, Germany, DE
·
On-site
·
Full-time
·
2mo ago
- As a Client Advisor
- Vice President, in Hamburg Germany, 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:
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Generate business results and acquire new assets, both from existing client base and new client acquisition
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Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
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Partner with internal specialists to provide interdisciplinary expertise to clients when needed
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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
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Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
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Strictly adhere to all risk and control policies, regulatory guidelines and security measure
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Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal
Required qualifications, capabilities and skills:
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Significant experience in Private Banking working with high net worth individuals or related fields within financial services
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Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively
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Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
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Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
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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
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Strong reputation with an established network
Preferred qualifications, capabilities and skills:
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Asset allocation / multi asset class portfolio or sales experience is favorable
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Chartered Financial Analyst (CFA) is a plus
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Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship
総閲覧数
0
応募クリック数
0
模擬応募者数
0
スクラップ
0
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JPMorgan Chaseについて

JPMorgan Chase
PublicJPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.
300,000+
従業員数
New York City
本社所在地
$500B
企業価値
レビュー
3.8
10件のレビュー
ワークライフバランス
3.5
報酬
4.0
企業文化
3.8
キャリア
3.2
経営陣
2.8
68%
友人に勧める
良い点
Good benefits and compensation
Supportive colleagues and environment
Flexible work arrangements
改善点
Long hours and heavy workload
Management issues and lack of direction
High stress and expectations
給与レンジ
44件のデータ
Analyst
Junior/L3
Mid/L4
Senior/L5
Analyst · Analyst, Investment Banking
6件のレポート
$126,500
年収総額
基本給
$110,000
ストック
-
ボーナス
-
$103,500
$201,250
面接体験
4件の面接
難易度
3.0
/ 5
期間
14-28週間
内定率
50%
体験
ポジティブ 25%
普通 75%
ネガティブ 0%
面接プロセス
1
Application Review
2
HR Screen
3
Hiring Manager Interview
4
In-person/Final Interview
5
Offer
よくある質問
Behavioral/STAR
Past Experience
Culture Fit
Financial Knowledge
Case Study
ニュース&話題
JPMorgan Chase & Co. (NYSE:JPM) Shares Down 1% - Here's Why - MarketBeat
MarketBeat
News
·
Today
JPMorganChase adding 400 jobs in Charlotte as part of consolidation - Queen City News
Queen City News
News
·
Today
SPONSORED How JPMorganChase is scaling support for small businesses - Axios
Axios
News
·
Today
JPMorgan Chase adds Matthews to its growing list of Charlotte-area branches - The Business Journals
The Business Journals
News
·
Today