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International Private Bank, Executive Director, Private Banker, Benelux Market

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted a month ago

No clicks

Based in Amsterdam, the Executive Director Private Banker in the International Private Bank leads new client acquisition and retention through a broad wealth management offering including investments, banking, trust services and financial planning. You will manage client relationships, deliver tailored advice and coordinate with internal specialists to provide holistic solutions for the Netherlands/Benelux market. The role emphasizes goals-based planning, risk management and adherence to regulatory policies, with a focus on building trust and delivering an exceptional client experience. Significant private banking experience with Dutch high-net-worth clients and strong business development skills are required.

Compensation
Not specified

Currency: Not specified

City
Amsterdam
Country
Netherlands

Full Job Description

Location: Amsterdam, Noord-Holland, Netherlands

As a Private Banker based in the Netherlands, working in the International Private Bank, you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution.

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.

Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster success.

Job responsibilities:

  • Generate business results and acquire new assets, both from existing client base and new client acquisition, with a focus on the Netherlands client market 
  • 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 Dutch high net worth individuals  
  • 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
The Benelux team is looking to hire an ED Private Banker to work in Amsterdam.
Apply now

SIMILAR OPPORTUNITIES

No similar opportunities available at the moment.

International Private Bank, Executive Director, Private Banker, Benelux Market

Compensation

Not specified

City: Amsterdam

Country: Netherlands

J.P. Morgan logo
Bulge Bracket Investment Banks

a month ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

Based in Amsterdam, the Executive Director Private Banker in the International Private Bank leads new client acquisition and retention through a broad wealth management offering including investments, banking, trust services and financial planning. You will manage client relationships, deliver tailored advice and coordinate with internal specialists to provide holistic solutions for the Netherlands/Benelux market. The role emphasizes goals-based planning, risk management and adherence to regulatory policies, with a focus on building trust and delivering an exceptional client experience. Significant private banking experience with Dutch high-net-worth clients and strong business development skills are required.

Full Job Description

Location: Amsterdam, Noord-Holland, Netherlands

As a Private Banker based in the Netherlands, working in the International Private Bank, you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution.

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.

Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster success.

Job responsibilities:

  • Generate business results and acquire new assets, both from existing client base and new client acquisition, with a focus on the Netherlands client market 
  • 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 Dutch high net worth individuals  
  • 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
The Benelux team is looking to hire an ED Private Banker to work in Amsterdam.

SIMILAR OPPORTUNITIES

No similar opportunities available at the moment.