JPMorganChase
International Private Bank, Wealth Advisor, Italy, Vice President
Be an Early Applicant
As a Wealth Advisor, you'll assist UHNW Italian clients with wealth management, tax planning, and governance strategies, while fostering client relationships and delivering presentations.
Job Description
We're seeking talented team members with an entrepreneurial mindset to provide first-class client experiences within the Italian market of our EMEA Private Banking business. As a Wealth Advisor, you'll be part of a team of specialists assisting clients with wealth management, including tax and estate planning guidance. You'll also help clients develop family governance strategies and act as the primary resource for clients with complex long-term needs. This role offers the opportunity to challenge yourself and elevate your career.
As an International Private Bank, Wealth Advisor within the J.P. Morgan Private Bank, you will be part of a dynamic, diverse team serving the UHNW Italian market. You will have the opportunity to provide personalized, comprehensive financial solutions to UHNW families. Your role will involve assisting clients in planning for their wealth, developing family governance strategies, and providing information on tax and estate planning. You will be instrumental in building and maintaining client relationships, developing new business ideas, and collaborating with professional advisors. This role requires domestic travel and the ability to deliver educational presentations to various audiences.
Job Responsibilities
Required Skills, Experience and Qualification
About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
We're seeking talented team members with an entrepreneurial mindset to provide first-class client experiences within the Italian market of our EMEA Private Banking business. As a Wealth Advisor, you'll be part of a team of specialists assisting clients with wealth management, including tax and estate planning guidance. You'll also help clients develop family governance strategies and act as the primary resource for clients with complex long-term needs. This role offers the opportunity to challenge yourself and elevate your career.
As an International Private Bank, Wealth Advisor within the J.P. Morgan Private Bank, you will be part of a dynamic, diverse team serving the UHNW Italian market. You will have the opportunity to provide personalized, comprehensive financial solutions to UHNW families. Your role will involve assisting clients in planning for their wealth, developing family governance strategies, and providing information on tax and estate planning. You will be instrumental in building and maintaining client relationships, developing new business ideas, and collaborating with professional advisors. This role requires domestic travel and the ability to deliver educational presentations to various audiences.
Job Responsibilities
- Assist Italy-based clients in developing family wealth, business, and family governance strategies.
- Provide guidance on effective structures to accommodate the complex needs of large families with wealth distributed across various asset classes and currencies.
- Assist prospective clients planning about upcoming liquidity events.
- Recommend tailor-made solutions to meet client requirements across generations and jurisdictions.
- Serve as the primary contact for clients and their advisors regarding asset protection, wealth structuring and tax questions related to assets held with the Private Bank.
- Cultivate relationships with professional advisors (PAs) serving international private clients, principally attorneys and accountants, and coordinate the team's strategy for PA outreach.
- Deliver in-market educational presentations to internal and external audiences, including prospects, clients, and PAs.
Required Skills, Experience and Qualification
- Client engagements skills, to earn client trust and confidence with a fiduciary approach.
- A proven track record in assisting UHNW Italian families in wealth planning, protection, family governance, and family office strategies.
- The most suitable candidates will have gained experience working with clients at financial institutions, law firms, tax advisory practices, and consulting firms.
- Sound knowledge of financial markets and investment products.
- Ability to partner with clients' other advisors, such as their notaries, attorneys and accountants.
- Relevant qualifications may be considered a plus (e.g., Avvocato, Notaio, Dottore Commercialista ).
- Ability to craft articles and white papers for both internal and external use
- Fluency in both English and Italian.
About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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