International Private Bank, Senior Associate, Private Banker, UK Team
International Private Bank, Senior Associate, Private Banker, UK Team
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Job Description
Job Summary
As a Private Banker for J.P. Morgan and based in London 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 Private Bankers 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 across the UK client market focusing specifically on UK families institutional wealth endowments foundations and family offices
- 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 clients 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
- Experience in private banking working with ultra high net worth individuals in and around London
- 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
- A UK client focused business plan with a track record of new business generation
- Asset allocation / multi asset class portfolio exposure
- Chartered Financial Analyst (CFA) is a plus
- Ability to thrive in an internal culture that values innovation customer service internal partnership and entrepreneurship
Required Experience:
Senior IC
Employment Type
Full-Time
