International Private Bank, Private Banker, Associate
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About the Role
Lead client acquisition and retention in Private Banking, focusing on Ultra High Net Worth clients, with expertise in investments and relationship management.
Key Skills for This Role
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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 the MENAT region with a primary focus on the UAE.
- Maintain and further develop an existing book of business consisting of Ultra High Net Worth clients from the UAE.
- 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.
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