Job summary
As a Banker in J.P. Morgan's Private Banking business, you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. This role is also responsible for the client experience and engaging our resources to deliver a complete wealth management solution.
Job responsibilities
- Prospect and acquire new clients and new assets from new and existing clients from Poland, Czechia and wider CEE.
- Maintain and further develop an existing book of business consisting of Ultra High Net Worth clients from Poland, Czechia and wider CEE.
- Responsible for sales and implementation of investment, banking and trust/estate products to core clients as appropriate.
- Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients.
- Manage each account to ensure that the client has a completed profile and that accounts are properly maintained and serviced, specifically adhering to J.P. Morgan Risk Management policies.
- Build trust with clients and effectively manage relationships.
- Ensure that the proposed products and services maximize the clients' needs, goals and objectives.
Required qualifications, capabilities, and skills
- Significant experience in Private Banking working with Poland, Czechia and wider CEE UHNW individuals and families.
- Previous business development experience.
- Achievement oriented, focused on exceeding business goals with sufficient attention to detail.
- Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals.
- Excellent communication skills, both written and oral.
- Strong relationship management and team building skills; views team concept as critical to mode.
- Emirati male nationals must have completed or have no obligatory military service obligations.
- 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.
- Ability to adapt to a rapidly changing business including regulatory and technological environment.
- Fluency in Polish and/or Czech
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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