JPMorgan Chase UK | International Private Bank, Executive Director, Private Banker, UK Financial Institutions Group

Responsibilities

• This is an exciting opportunity to join a dynamic, diverse team within J.P Morgan’s UK Private Banking business.
• Morgan and based in London, you would lead new client acquisition and retention across the Financial Institutions and Executives client market through a broad knowledge of investments, banking, trust services and financial planning.
• 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.
• You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution.
• 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.
• 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.
• Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach.
• Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal.

Requirements

• Experience working with ultra high net worth individuals that are (or have been) Financial Institutions and Financial Executives.
• Previous business development experience with knowledge in profiling, negotiation and pro-active referral generation.
• 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.
• Strong reputation with an established network.
• A network and track record of performance with Financial Institutions and Executives.
• Asset allocation / multi asset class portfolio exposure.
• Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship.
• 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
• Preferred Qualifications, Capabilities, and Skills

JPMorgan Chase

JPMorgan Chase & Co. is one of the world's largest financial services firms, active in investment banking, commercial banking, asset and wealth management, and payments.

• Industry: Banking and financial services
• Headquarters: New York, USA