Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our integrated and diverse platform we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and complexities they face in the ever evolving financial services space.
The Role
The Banker is the face of J.P. Morgan’s Private Banking business. The Banker leads 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.
Responsibilities
- The Banker will be 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 focused on the French client market.
- 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
- Provide guidance to junior staff
- The candidate’s performance will be measured by objectives using specific financial metrics and client satisfaction objectives.
Requirements
- Significant experience in Private Banking working with Ultra High Net individuals and families or related fields within financial services
- Previous business development experience including cold calling to develop new client relationships is essential
- 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
- 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
- Excellent communication skills, both written and oral
- Ability to adapt to a rapidly changing business including regulatory and technological environment
- Strong relationship management and team building skills; views team concept as critical to mode
About us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Source ⇲
