International Private Bank Private Banker Senior Associate UK Domestic
International Private Bank Private Banker Senior Associate UK Domestic
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Job Description
This is an exciting opportunity for you to join a dynamic diverse team within the UK domestic teamof J.P Morgans UK 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 Responsibilities
- The Banker will be responsible for prospecting and acquiring new clients and new assets from new and existing clients within the UK domestic/resident client sector
- 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 in Private Banking working with UK based ultra high net worth clients
- Previous business development experience comfortable acquiring clients and covering the whole client process from start to finish
- 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; views team concept as critical to mode
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
- Multi lingual
- CFA
- A passion for and experience of the high growth entrepreneurial UK client market
Required Experience:
Senior IC
Employment Type
Full-Time
