International Private Bank Private Banker United Arab Emirates Senior Associate

As a Banker in J.P. Morgans 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 from within the United Arab Emirates. 
• Be 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

• Experience in Private Banking working with UHNW individuals and families within the UAE market. 
• 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.

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​

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