This is an exciting opportunity for you to join a dynamic, diverse team within the UK market of J.P Morgan’s EMEA Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set 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.

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.

Role Overview

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 responsible for business development, the client experience and engaging our resources to deliver a complete wealth management solution.

• The Banker Associate´s primary responsibility is to work with Senior Bankers in the team in order to maintain and further develop the business.
• Responsible for sale and implementation of investment, banking and trust/estate products to core clients with assistance from the integrated team (Investor, Capital Advisor and Wealth Advisor).
• Manage each account to ensure that the client has a completed profile and that accounts are properly maintained and serviced.
• Build trust with clients and effectively manage relationships such that in time they will be in a position to develop their own book of existing business consisting of clients focused within the relevant market.
• Ensure that the proposed products and services maximize the client’s needs, goals and objectives.
• The Banker’s performance will be measured by objectives using specific financial and client satisfaction objectives.

Qualifications

• Previous business development experience including cold calling to develop new client relationships is essential.

• Previous experience in Private Banking working with Ultra High Net Worth individuals and families
• 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 work both independently and as a team player.
• Excellent communication skills, both written and oral.
• Strong analytical and quantitative skills.
• Ability to multi-task and manage priorities effectively.
• Ability to adapt to a rapidly changing business and technological environment.
• Exceptional problem-solving skills.
• Proactive and target driven.
• Absolute discretion when dealing with confidential matters
• Ability to demonstrate excellent negotiating skills.
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet.
• Ability to learn proprietary software and databases and ability to master wealth planning software.
• Bachelors degree required (or equivalent)
• Fluency in English is required