J

JP Morgan Chase

Runs a consumer bank and an investment bank

International Private Banker

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeAmsterdam, NetherlandsNo salary listedIn-person

About the Job

Requirements

  • Significant experience in Private Banking working with high net worth individuals in the Netherlands market, or related fields within financial services.
  • Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively.
  • Experience or demonstrated understanding of investments, banking and trust concepts, including 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.
  • An established professional reputation and network.

Responsibilities

  • Generate business results and acquire new assets from existing clients and new client acquisition, focusing on the Netherlands client market.
  • 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 clients' goals and objectives to develop and implement investment plans for their overall balance sheet, including holistic asset allocation, investment management, portfolio construction, tactical asset allocation shifts, wealth planning, credit and banking needs.
  • Ensure proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach.
  • Adhere to risk and control policies, regulatory guidelines and security measures.
  • Partner with other Client Advisors in the team to maximize team strength and achieve team goals.

Desired Qualifications

  • Asset allocation, multi-asset-class portfolio or sales experience is favourable.
  • Chartered Financial Analyst (CFA) designation is a plus.
  • Fluency in Dutch and English.

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1799

Recently Posted Jobs

Explore more opportunities at JP Morgan Chase

See more jobs