About this role
A Client Advisor, Germany, Executive Director within JPMorgan Chase & Co.’s International Private Bank in Hamburg leads new client acquisition and retention by leveraging broad knowledge of investments, banking, trust services and financial planning. This role focuses on delivering a complete wealth management solution, managing client experiences, and engaging internal resources to meet client needs. The position targets self-starting professionals with a proven track record, strong problem-solving abilities, and the capability to provide specialized advice and exceptional client service while building trusted relationships.
Responsibilities
- Generate business results and acquire new assets from both existing clients and new prospects
- Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
- Partner with internal specialists to deliver interdisciplinary expertise when required
- Understand client goals to develop and implement an investment plan, including holistic asset allocation, investment management, portfolio construction and tactical adjustments, wealth planning, and credit/banking needs
- Ensure proposed solutions align with clients’ short-, medium-, and long-term objectives through a holistic, goals-based planning approach
- Strictly adhere to risk and control policies, regulatory guidelines, and security measures
- Collaborate with other Client Advisors to maximize team strength and achieve collective goals
Requirements
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Significant experience in private banking or related financial services roles serving high net worth individuals, with proven business development experience including profiling, negotiation, and proactive referrals
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Dynamic, credible professional with clear communication and excellent presentation skills
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Strong organizational skills and a disciplined, methodical approach to business
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Experience or demonstrated understanding of investments, banking, and trust concepts, including asset allocation on structured and managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and wealth planning opportunities
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Established network and strong reputation in the industry
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Preferred
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Experience in asset allocation / multi-asset class portfolio sales
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Chartered Financial Analyst (CFA) designation is a plus
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Ability to thrive in a culture that values innovation, customer service, internal partnership and entrepreneurship
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About the Firm and Team
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J.P. Morgan is a global leader in financial services providing strategic advice and products to corporations, governments, wealthy individuals and institutional investors. The firm emphasizes trusted, long-term partnerships to help clients achieve their objectives. JPMorgan Chase is an equal opportunity employer that values diversity and inclusion, offering accommodations for applicants and employees as needed. The International Private Bank team within Asset & Wealth Management delivers leading investment management and private banking solutions across asset classes through a global network of professionals.