Private Bank Onshore Israel Prospector Vice President - Tel Aviv
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الوصف الوظيفي
Private Bank Onshore Israel Prospector Vice President Tel Aviv
Primary Function
The Private Bank Business Onshore Israel Prospector (Vice President) role is to identify and develop new business for J.P. Morgan Private Bank offshore entities and lead new client acquisition in Israel through a broad knowledge of JPMorgans robust platform. The Private Bank Prospector will develop strategies to attract new Israeli nexus clients.
A broad knowledge of JPMorgans robust platform is required even though the Prospector will not provide advice about JPM services and capabilities. The individual will develop strategies to identify new Prospects and will coordinate with the relevant offshore advisor team the most efficient way to approach the prospect arranging the introductory meeting.
Responsibilities
- Identify sources of new business acquire Leads for the Private Bank businesses and assist the Front Office to bring on board new Clients / assets. The particular focus is on Israel domestic opportunities
- Work closely with the different lines of business including J.P. Morgan Investment Bank
- Prospect profile overcome objections negotiate and close the sale using a team approach
- Partner with the Israel offshore team and create referral strategies that will lead to new business growth
- Act as the local representative of J.P. Morgan Private Bank in Israel
Skills that will help you in your role
- Be a selfstarter with high energy drive and a high degree of selfmotivation to ensure the continued growth of the business
- Excellent stakeholder management skills with the ability to build strategic relationships across teams and corporate levels with the ability to influence
- Exceptionally organized
- Possess a wide network of contacts and a good reputation
- Be able to work both independently and as a team player
- Possess an extensive knowledge of the Wealth Management industry and an experience or demonstrated understanding of investments banking and trust concepts
- Connect within Private Banking core Client space and professional centers of influence
- Demonstrate strong interpersonal and influencing skills with the ability to establish credibility and strong partnership with senior business and control partners
- Showcase excellent organizational skills and the ability to manage prioritize work under pressure and meet tight deadlines
- Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
- An extensive background of sales success particularly managing sales success through others
- Have a real passion and understanding of all parts to sales and commercial process
- Be proactive and creative: use sound judgment and navigate ambiguity to get things done
- Observe an absolute discretion when dealing with confidential matters
Position Requirements
- Based in Tel Aviv
- Bilingual (English and Hebrew) additional languages are a plus
- Strong local network in Tel Aviv in the tech and medical industries
- 7 years experience in Private Banking working with UHNW families
- Bachelor degree required; MBA JD or CFA preferred
Required Experience:
Chief
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