International Private Bank, Advisory Investments Specialist, Germany (all genders)

About the role

The Advisory Investments Specialist will communicate market strategy and investment knowledge to clients in Germany across asset classes, while providing holistic investment advice within a portfolio context. The Advisory Investments Specialist will consult with clients to determine their advisory portfolio objectives and long term asset allocations. The job requires the ability to establish credibility internally and externally, to partner with colleagues within our EMEA Private Banking group and build rapport with clients as an advisory investment expert of the firm, leveraging the best in class solutions available to our clients to deliver for their needs, within the context of their suitability and objectives. A high level of professionalism and diligence in meeting client expectations will be essential to increasing the quantity and quality of effective client relationships. Primary Functions: Plays a leading role in the advisory investment dialogue with clients: Understands client's advisory investment plan, goals and objectives to develop and implement advisory investment portfolios Advises clients on holistic asset allocation, portfolio construction and tactical asset allocation shifts within their advisory relationship Executes investment solutions across asset classes in client accounts in accordance with client plans and instructions. Such solutions may include: Investment Management, Mutual Funds, Hedge Funds, as well as execution of more traditional brokerage transactions. Conducts investment reviews with clients to validate the clients' current investment objectives and proactively prepare recommendations in line with the advisory platform framework Deepens client relationships by building a strong advice driven dialogue to introduce the appropriate solutions to our clients that meet their needs and objectives Manages various business risks by: Completes all necessary internal trainings and remains up to date on industry Knowledge & Competency requirements Properly and timely addresses and manages any internal controls (pre and post trade) related to the advisory framework Effectively manages the fiduciary, suitability and general procedural requirements and reviews required by the firm Additionally: Understands JPMorgan platform, solutions, investment philosophy Interacts effectively with the various internal product partners, banking teams, risk and compliance, etc. Builds and integrates into a strong team culture environment 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 in