International Private Bank, Client Advisor, Germany, Executive Director (all genders)

Location: Germany

Job Family: Private Bankers

About the Role

At J.P. Morgan Private Bank, we are seeking an accomplished International Private Bank Client Advisor to join our team in Germany as an Executive Director. This role is ideal for entrepreneurial professionals with a proven tenacity for success and a genuine passion for delivering exceptional, world-class service to ultra-high-net-worth clients. As a key player in our International Private Bank division, you will leverage J.P. Morgan's unparalleled global resources to provide sophisticated wealth management solutions tailored to the unique needs of German and international clients navigating complex cross-border financial landscapes. Our Private Bankers are at the forefront of helping clients achieve their financial aspirations, from multi-generational wealth preservation to innovative investment strategies in dynamic European markets. In this executive-level position, you will be responsible for cultivating and expanding a portfolio of high-value relationships, offering expert advice on investment opportunities, lending solutions, and holistic wealth planning. Drawing on J.P. Morgan's deep market insights and cutting-edge research, you will collaborate with our network of specialists to craft personalized strategies that mitigate risks and capitalize on global trends, all while ensuring adherence to stringent German and EU regulations. Success in this role demands not only technical expertise in financial services but also the ability to build trust and drive business growth in a competitive environment, contributing to the overall success of our Frankfurt or Munich-based operations. J.P. Morgan Chase & Co. is committed to fostering an inclusive culture where diverse talents thrive, and we offer robust support for professional growth and work-life balance. If you are a results-oriented advisor with a client-first mindset, eager to make an impact in one of the world's leading private banking institutions, we invite you to bring your expertise to our team and help shape the future of wealth management in Germany.

Key Responsibilities

• Develop and maintain long-term relationships with high-net-worth and ultra-high-net-worth clients in Germany, providing tailored wealth management solutions
• Identify and pursue new business opportunities through networking, referrals, and proactive market analysis to grow the client book
• Deliver comprehensive financial advice, including investment strategies, estate planning, and risk management, aligned with J.P. Morgan's global platform
• Collaborate with internal teams such as investment specialists, lending experts, and product strategists to create customized client solutions
• Ensure compliance with German and EU regulatory standards, including MiFID II and GDPR, while mitigating risks in client engagements
• Conduct regular client reviews and portfolio performance assessments to optimize returns and adapt to market changes
• Leverage J.P. Morgan's proprietary research and tools to advise on international investment opportunities, including equities, fixed income, and alternatives
• Mentor junior advisors and contribute to the International Private Bank's strategic initiatives in the German region
• Monitor economic trends and geopolitical factors affecting European clients to provide proactive insights and recommendations
• Maintain meticulous documentation of client interactions and transactions to support audit and reporting requirements

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 10 years of experience in private banking, wealth management, or high-net-worth client advisory within the financial services industry
• Proven track record of managing and growing client portfolios exceeding €50 million in assets under management
• In-depth knowledge of German and European financial markets, regulations, and tax implications for international clients
• Fluency in German and English; additional European languages are advantageous
• Series 7 or equivalent FINRA-equivalent certifications, or willingness to obtain relevant German financial licenses (e.g., BaFin requirements)
• Strong understanding of international wealth structuring, including trusts, offshore accounts, and cross-border investments

Preferred Qualifications

• Advanced degree such as MBA or CFA designation
• Experience working with ultra-high-net-worth individuals (UHNWI) in the German market
• Prior role in a global financial institution with exposure to J.P. Morgan's products and services
• Demonstrated success in client acquisition and retention in competitive private banking environments
• Knowledge of sustainable and ESG investing trends relevant to European clients

Required Skills

• Expertise in financial modeling and portfolio analysis using tools like Bloomberg or J.P. Morgan's proprietary platforms
• Proficiency in wealth planning software and CRM systems such as Salesforce
• Deep knowledge of investment products including mutual funds, ETFs, derivatives, and private equity
• Strong analytical skills for assessing market risks and economic indicators
• Excellent communication and presentation skills for client meetings and negotiations
• Relationship-building and networking abilities to cultivate high-value client partnerships
• Regulatory compliance and ethical decision-making in a high-stakes financial environment
• Multilingual proficiency, particularly in German and English for cross-border dealings
• Strategic thinking to develop bespoke financial strategies aligned with client goals
• Time management and organizational skills to handle multiple client portfolios efficiently
• Adaptability to evolving financial regulations and market dynamics in Europe
• Team collaboration with cross-functional groups in a global banking context
• Discretion and integrity in handling sensitive client financial information
• Sales acumen for identifying and closing new business opportunities
• Technical proficiency in Microsoft Office Suite and financial data visualization tools

Benefits

• Competitive base salary with performance-based bonuses and incentives tied to client growth and satisfaction
• Comprehensive health, dental, and vision insurance coverage for employees and eligible dependents
• Generous retirement savings plan with employer matching contributions up to 6% of salary
• Paid time off including 25+ vacation days, parental leave, and flexible working arrangements
• Professional development opportunities through J.P. Morgan's internal training programs and tuition reimbursement
• Access to exclusive employee perks such as wellness programs, gym memberships, and financial planning services
• Global mobility support for career advancement within J.P. Morgan's international network
• Stock purchase plan allowing discounted shares in JPMorgan Chase & Co.

JP Morgan Chase is an equal opportunity employer.