UK Private Banker for Financial Institutions & Executives

JPMorganChase; City of Westminster; On-site; GBP 120,000 - 210,000; Full time

Job summary

J.P. Morgan's International Private Bank in London is seeking an Executive Director Private Banker to lead new client acquisition and retention across Financial Institutions and Executives, using investment, banking, trust services and wealth planning to deliver integrated solutions.

The role focuses on delivering an exceptional client experience, building trusted relationships, coordinating with internal specialists, and maintaining rigorous risk and regulatory standards to serve ultra-high net

Qualifications

• Experience with ultra high net worth individuals in Financial Institutions and Financial Executives.
• Business development with profiling, negotiation and proactive referral generation.
• Dynamic and credible professional with clear communication and strong presentation skills.
• Strong organizational skills and disciplined approach.
• Experience or understanding of investments, banking and trust concepts.
• Established network in FI/Exec markets.

Responsibilities

• To generate business results and acquire new assets across the Financial Institutions and Executives sector
• 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
• Understand client's goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needs
• Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measure
• Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal

Skills

UHNW clients

Business development

Communication skills

Networking

Investment knowledge

CFA

Job description

J.P. Morgan's International Private Bank in London is seeking an Executive Director Private Banker to lead new client acquisition and retention across Financial Institutions and Executives, using investment, banking, trust services and wealth planning to deliver integrated solutions.

The role focuses on delivering an exceptional client experience, building trusted relationships, coordinating with internal specialists, and maintaining rigorous risk and regulatory standards to serve ultra-high net