International Private Bank, Private Banker, Scotland
On-site · Edinburgh, Scotland, United Kingdom or Glasgow, Scotland, United Kingdom
Edinburgh, Scotland, United Kingdom or Glasgow, Scotland, United KingdomOn-siteFull TimeMid LevelNot SpecifiedInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Banker for J.P. Morgan in the UK Private Banking group, based in Edinburgh or Glasgow, responsible for new client acquisition and retention, providing holistic wealth management solutions including investments, banking, trust services and financial planning, coordinating with internal specialists, and maintaining client relationships with a focus on client experience and risk adherence.
Required Qualifications
- Experience in private banking working with high net worth individuals across Scotland, whether that be family owned businesses and entrepreneurs, executives, single family offices or endowments.
- 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 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
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.