Private Banker, Senior Associate

JP Morgan Chase; Dubai; On-site; AED 600,000 - 1,200,000; Full time

Job summary

JP Morgan Chase in the UAE seeks an experienced Private Banker to lead new client acquisition and retention through investments, banking, trust services, and wealth planning. You will deliver a complete wealth management solution for UHNW clients, coordinating with specialists to provide advisory services.

You will build trusted relationships, ensure client profiles are complete, and align products with clients' goals while adhering to Risk Management policies, delivering exceptional client

Qualifications

• Experience in Private Banking working with UHNW individuals and families within the UAE market.
• 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 success.
• 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.

Responsibilities

• Prospect and acquire new clients from within the United Arab Emirates
• Be 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

Job description

As a Banker in J P Morgan s 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

strong Job responsibilities strong

• Prospect and acquire new clients from within the United Arab Emirates
• Be 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

• Experience in Private Banking working with UHNW individuals and families within the UAE market.
• 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.