Ipb Client Advisor Executive Director jobs at Jpmorgan in Spain
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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,...
Manage daily execution of client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures. A CSS transaction approval levels/limits will vary based on seniority....
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,...
Advise on documentation requirements to external and internal partners, reviewing legal, account opening, and tax documentation for regulatory compliance. Document clients on due diligence systems, updating profiles periodically, and ensuring...
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,...
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