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 London & South 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 London/the South
- 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 when needed
- Understand clients' goals and objectives to develop and implement investment plans covering holistic asset allocation, portfolio construction, tactical 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
- Collaborate with other Client Advisors in the team to maximize team strength and achieve team goals

Experience
- Experience working with high net worth individuals including family-owned businesses, entrepreneurs, corporate executives, single family offices or endowments/foundations/charities
- Proven business development experience with skills in profiling, negotiation and proactive referral generation
- Demonstrated understanding of investments, banking and trust concepts including asset allocation on structured and managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and wealth planning opportunities
- Strong organizational skills with a disciplined and organized approach
- Dynamic and credible professional with exceptional communication and presentation skills
- Established network and strong reputation

About you
- Entrepreneurial mindset with the ability to thrive in a culture valuing innovation, customer service, internal partnership and entrepreneurship
- Collaborative team player who is motivated to deliver a first-class client experience
- Self-starter with a proven track record of success and problem-solving skills

Qualifications
- Chartered Financial Analyst (CFA) designation is a plus
- Asset allocation and multi-asset class portfolio exposure preferred
- Ability to adhere to regulatory and risk policies and maintain high ethical standards