International Private Bank, VP Private Banker, CEE
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Job Location:
Zürich - Switzerland
Monthly Salary:
Not Disclosed
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
Job summary
As a Banker in J.P. Morgans Private Banking business you would 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
- Prospect and acquire new clients from Eastern European regions as well as Russian-speaking clients.
- Maintain and further develop an existing book of business consisting of Ultra High Net Worth Russian speaking and Eastern European 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 in Private Banking working with Russian speaking and Eastern European UHNW individuals and families.
- Previous 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; views team concept as critical to mode.
- Emirati male nationals must have completed or have no obligatory military service obligations.
- 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.
- Fluency in Russian and ideally another Eastern European language.
Required Experience:
Exec
Key Skills
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
