Wealth Management – UHNW Banker Israel – Emerging Markets Team – ED – JP Morgan Chase – Genf, GE

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

EMEA Introduction:

J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.

Our team of specialists works seamlessly to help our clients achieve their financial goals and aspirations. We’re proud to be named ‘2019 Best Private Bank for Ultra-High-Net-Worth Clients’ by Euromoney: Egypt, France, Greece, Italy, Lebanon, Qatar, Spain, United Arab Emirates and UK

The Role

The Banker is the face of J.P. Morgan’s Private Banking business. The Banker leads 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.

Responsibilities

  • The Banker will be responsible for prospecting and acquiring new clients and new assets from new and existing clients

  • Maintain and further develop an existing book of business consisting of Ultra High Net Worth clients focused on the Israeli client market.

  • 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

  • Provide guidance to junior staff

  • The candidate’s performance will be measured by objectives using specific financial metrics and client satisfaction objectives

Requirements

  • Significant experience in Private Banking working with Ultra High Net individuals and families or related fields within financial services

  • Previous business development experience including cold calling to develop new client relationships is essential

  • 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

  • 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

  • Excellent communication skills, both written and oral

  • Ability to adapt to a rapidly changing business including regulatory and technological environment

  • Strong relationship management and team building skills; views team concept as critical to mode

  • Fluent in English and Hebrew

About J.P. Morgan’s Corporate & Investment Bank

J.P. Morgan’s Corporate & Investment Bank is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. Further information about J.P. Morgan is available at www.jpmorgan.com.

JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.

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