at J.P. Morgan
Bulge Bracket Investment BanksPosted 4 days ago
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**International Private Banker, Vice President - MENAT Region (London)** Lead new client acquisition and retention, driving sales and implementing investment, banking, and trust/estate products for ultra-HNW Middle East clients. Leverage cross-functional specialists and manage client relationships, ensuring their needs are met while adhering to J.P. Morgan's risk management policies. Requires substantial Middle East client experience, proven business development skills, and a sales-focused mindset. Preferred qualifications include investment, banking, trust knowledge, Arabic language skills, and Investment Management certification.
- Compensation
- Not specified
- City
- London
- Country
- United Kingdom
Currency: Not specified
Full Job Description
Location: LONDON, LONDON, United Kingdom
Job Summary
The Private Banker is the face of J.P. Morgan's Private Banking business. They lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. This role is also responsible for the client experience and engaging our resources to deliver a complete wealth management solution.
Job Responsibilities
- Responsible for prospecting and acquiring new clients and new assets from new and existing clients
- Maintain and further develop an existing book of business consisting of Ultra and High Net Worth clients
- Responsible for sales and implementation of investment, banking and trust/estate products to core clients as appropriate
- Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients
- Manage each account to ensure that the client has a completed profile and that accounts are properly maintained and serviced, specifically adhering to J.P. Morgan Risk Management policies
- Build trust with clients and effectively manage relationships
- Ensure that the proposed products and services maximize the clients' needs, goals and objectives
Required Qualifications, Capabilities, and Skills
- Significant experience working with Ultra and High Net Worth Middle East clients
- Previous, strong business development experience
- Achievement oriented, focused on exceeding business goals with sufficient attention to detail
- Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
- Excellent communication skills, both written and oral
- Strong relationship management and team building skills
Preferred Qualifications, Capabilities, and Skills
- 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
- Ability to adapt to a rapidly changing business including regulatory and technological environment
- Arabic speaker
- A certificate in Investment Management level 4
