International Private Bank Private Banker MENAT
International Private Bank Private Banker MENAT
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Job Description
This is an exciting opportunity to join a dynamic diverse team within J.P Morgans MENAT Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative confident and motivated to provide a firstclass experience to clients. If you have an entrepreneurial mindset and are looking to constantly challenge yourself J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets businesses and functions to provide you with the opportunity to take your career to the next level.
Job Summary
The Client Advisor is the face of J.P. Morgans 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 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 High Net Worth Middle Eastern 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
Required Experience:
Intern
Employment Type
Full-Time
