Ipb Client Advisor Executive Director jobs at Jpmorgan in Spain

As a Client Relationship Manager within Workplace Solutions, you will be viewed as a trusted partner by our client base. Your core responsibilities will involve managing relationships with users and decision makers in the account, managing revenue and growth objectives, and being accountable for customer and partner satisfaction. You will be expected to demonstrate ambition, resilience, and a strong technical orientation. Your role will involve ensuring the customer receives the utmost value from the Workplace Solutions product, leveraging internal subject matter experts to help customers optimise their investment, and working closely with implementations, operations and service desk teams. You will also be responsible for actively growing an existing account base to identify new value creation opportunities.

Job Responsibilities

• Develop and maintain strong relationships with multiple clients as assigned.
• Build depth in relationship by initiating contact and developing a relationship with decision makers.
• Manage the post-sales relationship for strategically significant accounts.
• Serve as the primary client contact and advocate for day to day and escalated issues and requests.
• Establish and maintain customer satisfaction across named accounts through account planning, proactive client communications, issue remediation and containment, as well as performance measurement.
• Meet assigned targets for profitable sales volume and growth objectives in assigned accounts.
• Keep up to date with industry information which could provide value to your clients or value internally.
• Build network of share plans advisors and experts in your region

Required Qualifications, Skills and Capabilities.

• Share Plan Experience is essential
• Experience in Relationship Management in global companies.
• Proactive by nature. Go above and beyond to serve as a trusted adviser for your customers.
• Exceptional personal, listening, written and verbal communication skills are a must.
• Proven track record of successfully building and nurturing multi-level client relationships.
• Ability to lead and motivate, develop clear and creative solutions to complex problems and manage multiple initiatives simultaneously.
• Ability to understand customer requirements, identify, up-sell and cross-sell opportunities.

Preferred Qualifications, Skills and Capabilities.

• Experience working with Cloud-Based software
• Project management experience with excellent organizational skills.
• Success orientated spirit with focus on customer delight.
• Superior critical thinking, decision making and problem solving skills.

As an Advisor Analyst Trainee in Global Private Bank, you will work with a team of bankers, investment specialists, wealth advisors, and lending specialists. The program begins with a five-week immersive global training program, in which you will join Incoming Analysts from around the world to learn more about the firm and how we do business, build technical and professional skills, hear from senior executives and build global networks. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal training opportunities, as well as continued opportunities for development, engagement, and the opportunity to participate in program initiatives. You'll have what you need to succeed – from training and mentorship from senior executives to projects that engage all your skills. You'll be encouraged to network across the firm and discover all our opportunities as you consider your next career move. After the program, many full-time Analysts are promoted to Associates and build long-lasting careers with us.

Job responsibilities

• Work with our team of advisors and specialists to bring in new clients and to serve existing ones
• Deliver highly customized and comprehensive solutions to help protect, manage and grow wealth
• Understand our clients’ unique needs and tailor your approach to exceed expectations requiring work across teams and the firm to provide first-class service

Required qualifications, capabilities, and skills

• An expected graduation date between December 2025 - June 2026
• Highly driven person who enjoys working in teams to develop complex solutions
• Exceptional interpersonal, communication, logical thinking and problem-solving skills
• Excellent organizational skills and ability to multitask
• Genuine interest in financial markets and macro-level economic trends
• Desire to ultimately work with external clients in a relationship building and sales capacity
• Ability to thrive in a fast-paced, collaborative environment
• Highly inquisitive, focused and considerate
• Good judgment and discretion when working with confidential information

Preffered qualifications

• Fluency in one or more of these languages may be required:
• Luxembourgish
• French
• A second EU language is preferable but not essential.

2 November, 2025

For more than 200 years, we have been working with innovators, entrepreneurs, industry leaders and their families to help them achieve their unique ambitions, secure their legacies and make a difference in the world. That means providing meaningful, tailored advice now and across generations. The Private Bank helps clients plan, invest, borrow and bank to create the life and legacy they envision. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time.

See the Asset & Wealth Management CEO Letter .

Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it’s important to complete all relevant application questions so we have as much information about you as possible.

• To start the application, you will be prompted to enter your email address. Your email address will be used to create and maintain your profile so make sure it is one you will have long term access to. Do not use an email address with “.edu” extension as doing so could result in delays receiving updates regarding your candidacy.
• After you confirm your application, we will review it to figure out whether you meet certain required qualifications.
• If you are advanced to the next step of the process, you’ll receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
• HireVue is required, and your application will not be considered for further review until you have completed it. We strongly encourage that you apply and complete the required elements as soon as possible, since programs will close as positions are filled.

As a Trade Client Services Specialist in the Trade Client Services team, you will support the processing and monitoring of transactions, ensuring appropriate controls and quick resolution of issues. You will work closely with Supply Chain Finance clients and their suppliers in Spain, collaborating with various teams such as Product, Sales, and Risk. Your role is vital in maintaining the efficiency and effectiveness of our operations.

Job Responsibilities:

• Support the implementation of new Supply Chain Finance Clients.
• Provide client service for SCF queries received by email/phone.
• Interact with SCF clients and perform call-backs.
• Certify payments requested by SCF clients.
• Escalate missing documentation or issues with SCF suppliers.
• Monitor and track SCF payments returned and escalate to beneficiaries.
• Provide metrics to management.
• Deliver functional improvements and strategic solutions to increase efficiency and control.
• Partner with key stakeholders over the processes.
• Escalate issues when appropriate and communicate status updates.
• Adhere to procedures, guidelines, and policies while continuously striving towards more efficient and robust processes.

Required Qualifications, Capabilities, and Skills:

• Fluent in Spanish and English.
• Strong knowledge of Microsoft Office and Microsoft Outlook.
• Logical, organized, and able to meet deadlines.
• Confident with good communication skills.
• Strong team player with the ability to work in a matrix organization.
• Good attention to detail and a proactive approach.
• Economics or Business Administration degree.

Preferred Qualifications, Capabilities, and Skills:

• Experience in the banking sector, especially in client services, is a plus.
• Knowledge of other languages is highly valued.

As an Executive Assistant in our dynamic banking team, you will have the opportunity to leverage your strong Executive Assistant background to manage stakeholders' diaries and everyday needs, ensuring seamless client service through effective prioritization. Your role will require flexibility and advanced assistant skills, as well as strong attention to detail and effective communication abilities. You will work collaboratively, handling multiple responsibilities, people, and timeframes, while adeptly navigating systems, policies, and procedures to support the organization's goals.

Job responsibilities

• Manages daily activities: advanced, complex diary management, high-volume email management, and professional telephone communication
• Greets clients: handles internal and external client interactions, organizes meetings and events, and collaborates with marketing teams in Europe
• Sets up meetings, conference calls, and video conferences
• Finalizes complex travel arrangements, including flights, VISAs, accommodations, and logistics, managing frequent changes and preparing itineraries
• Processes expense reimbursements, utilizes internal systems, and prepares necessary documents for client meetings
• Becomes an integral part of the business, understanding group priorities and expectations
• Assists with staff onboarding and offboarding, equipment setup, and leads ad hoc projects
• Organizes internal and client events, partnering with marketing teams
• Expected to work as part of a larger administrative group, working in partnership with other assistants to ensure cover is provided to the area at all time. Expected cover for other assistants within the group when required.

Required qualifications, capabilities, and skills

• Assistant experience, ideally supporting mid-level Directors or above
• Advanced organizational skills, ability to meet deadlines, and demonstrate proactivity and ownership
• Assertive, with the ability to make decisions independently
• Tact and good judgment in confidential situations, with proven experience interacting with senior management
• Strong interpersonal, written, and oral communication skills
• Proficiency in Microsoft Office
• Excellent telephone etiquette and ability to manage competing priorities
• Proficiency Level of English
• Native / Bilingual in Spanish
• Polished, professional approach, calm demeanour, and ability to work under pressure

Job Summary:

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.

Job Responsibilities:

• 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, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• 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
• Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measure
• Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal

Required Qualifications, Capabilities and Skills:

• Significant experience in Private Banking working with high net worth individuals or related fields within financial services
• Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• 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
• Strong reputation with an established network

Preferred Qualifications, Capabilities and Skills:

• Asset allocation / multi asset class portfolio or sales experience is favourable
• Chartered Financial Analyst (CFA) is a plus
• Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship

Job Summary:

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.

Job Responsibilities:

• 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, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• 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
• Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measure
• Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal

Required Qualifications, Capabilities and Skills:

• Significant experience in Private Banking working with high net worth individuals or related fields within financial services
• Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• 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
• Strong reputation with an established network

Preferred Qualifications, Capabilities and Skills:

• Asset allocation / multi asset class portfolio or sales experience is favourable
• Chartered Financial Analyst (CFA) is a plus
• Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship