Location
London

Hours
Full Time

Salary
Competitive, commensurate with experience

About the Role
This is an exciting opportunity to join a dynamic, diverse team within J.P. Morgan's UK 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 work alongside a team of talented colleagues from other markets, businesses and functions, providing the opportunity to take your career to the next level.

As a Private Banker based in London, you will lead new client acquisition and retention across the Financial Institutions and Executives client market through a broad knowledge of investments, banking, trust services and financial planning. You will be responsible for the client experience and engaging our resources to deliver a complete wealth management solution.

Our Private Bankers are self-starters with a proven track record of success, skilled problem solvers who offer specialized advice to clients. You will manage and maintain relationships by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.

Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster success.

Job Responsibilities
- 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 clients' goals and objectives to develop and implement investment plans 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 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 measures
- Partner with other Client Advisors in the team to maximize team strength and achieve team goals

Experience
- Experience working with ultra high net worth individuals who are (or have been) Financial Institutions and Financial Executives
- Previous business development experience with knowledge in profiling, negotiation and pro-active referral generation
- 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

About you
- Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
- Strong organizational skills with a disciplined and organized approach throughout your business
- Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship

Qualifications
- Preferred: Chartered Financial Analyst (CFA) designation
- Preferred: Network and track record of performance with Financial Institutions and Executives
- Preferred: Asset allocation / multi asset class portfolio exposure