International Private Bank, Vice President, Wealth Advisor (m|f|x) Madrid

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, high-net-worth individuals, and institutional investors. Our “first-class business, 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 that 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 within 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 provide reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as for mental health or physical disability needs.

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 on, and achieve their goals.

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 guidance on tax and estate planning. You’ll also help clients develop family governance strategies and serve as the primary point of contact for clients with complex long-term needs. This role offers the opportunity to challenge yourself and advance your career.

As a Wealth Advisor at J.P. Morgan Private Bank, you’ll be part of a dynamic, diverse team serving the UHNW Spanish market. You will have the opportunity to provide personalized, comprehensive financial solutions to UHNW families across Spain. Your role will involve assisting clients in planning for their wealth, developing family governance strategies, and providing information on tax and estate planning. You will play a key role in building and maintaining client relationships, developing new business ideas, and collaborating with professional advisors. This role requires domestic travel and the ability to deliver educational presentations to various audiences.

Tasks

• Assist Spain-based clients in developing strategies for family wealth, business, and family governance.
• Provide guidance on effective structures to address the complex needs of large families with wealth spread across various asset classes and currencies.
• Assist prospective clients in planning for upcoming liquidity events.
• Recommend customized solutions to meet clients’ needs across generations and jurisdictions.
• Serve as the primary point of contact for clients and their advisors regarding asset protection, wealth structuring, and tax issues related to assets held with the Private Bank.
• Cultivate relationships with professional advisors (PAs) serving international private clients—primarily attorneys and accountants—and coordinate the team’s strategy for PA outreach.
• Deliver in-market educational presentations to internal and external audiences, including prospects, clients, and PAs.

Profile / Your qualification / Your personality

• Skills in client engagements to earn client trust and confidence through a fiduciary approach.
• A proven track record of assisting ultra-high-net-worth Spanish families with wealth planning, protection, family governance, and family office strategies.
• The most suitable candidates will have gained experience working with clients at financial institutions, law firms, tax advisory firms, and consulting firms.
• Sound knowledge of financial markets and investment products.
• Ability to collaborate with clients’ other advisors, such as their notaries, attorneys, and accountants.
• Relevant qualifications may be considered a plus.
• Ability to draft articles and white papers for both internal and external use.
• Fluency in both English and Spanish.

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Location

Paseo de la Castellana 31, ES-28046 Madrid