International Private Bank, Executive Director, Private Banker, UK Team
On-site · London, England, United Kingdom
Job Summary
Executive Director Private Banker role in J.P. Morgan Private Banking (London) leading new client acquisition and retention with a broad knowledge of investments, banking, trust services and wealth planning. Responsibilities include advising clients on their overall balance sheet, partnering with internal specialists to provide interdisciplinary expertise, developing holistic asset allocation and investment plans, ensuring solutions meet client goals, adhering to risk and control policies, and collaborating with teammates to achieve collective goals. Requires a self-starting, credible professional with strong communication, organizational, and relationship-management skills, and experience or understanding of investments, banking and trust concepts for UHNW clients. Preferred qualifications include CFA credential.
Required Qualifications
- Experience in wealth management working with ultra high net worth individuals across London and South
- Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively
- 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
- 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
- Strong reputation with an established network
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