Wealth Management - UHNW Private Banker - Associate - Milan

Descrizione dell'offerta

Asset Management, Private Bank, Banker Associate,Milan

J.P. Morgan Asset Management, with client assets of $2.4 trillion, 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.

J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to Ultra High Net Worth (UHNW) individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm.

Role Overview

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 responsible for business development, the client experience and engaging our resources to deliver a complete wealth management solution. 

·  The Banker’s primary responsibility is for maintaining and further developing a book of existing business consisting of clients focused within the relevant market. 
·  Responsible for sale and implementation of investment, banking and trust/estate products to core clients with assistance from the integrated team (Investor, Capital Advisor and Wealth Advisor).
·  Manage each account to ensure that the client has a completed profile and that accounts are properly maintained and serviced.
·  Build trust with clients and effectively manage relationships.
·  Ensure that the proposed products and services maximize the client’s needs, goals and objectives.
·  The Banker’s performance will be measured by objectives using specific financial and client satisfaction objectives.

 
Qualifications
·  Previous business development experience including cold calling to develop new client relationships is essential. 
·  Previous experience in Private Banking working with Ultra High Net Worth individuals and families is desirable. 
·  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 work both independently and as a team player.
·  Excellent communication skills, both written and oral. 
·  Strong analytical and quantitative skills. 
·  Ability to multi-task and manage priorities effectively.
·  Ability to adapt to a rapidly changing business and technological environment. 
·  Exceptional problem-solving skills. 
·  Proactive and target driven.
·  Ability to demonstrate excellent negotiating skills.
·  Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet.
·  Ability to learn proprietary software and databases and ability to master wealth planning software.
·  Bachelor’s degree required. 
·  MBA or similar would be preferable.

This role encompasses the performance of UK regulated activity. The successful candidate will therefore be subject to meeting UK regulatory requirements in the assessment of fitness, propriety, knowledge and competence (as assessed by the Firm) and (where appropriate) approval by the UK Financial Conduct Authority and/or the Prudential Regulation Authority to carry out such activities.

JPMorgan Chase & Co . is a leading global financial services firm with assets of more than $2.6 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 advises institutions, endowments, foundations and families through Asset Management and Wealth Management . Our Wealth Management business includes J.P. Morgan Private Bank, J.P. Morgan Securities and Chase Wealth Management.

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 ‘2017 Best Private Bank for Ultra-High-Net-Worth Clients’ by Euromoney: Egypt, France, Greece, Italy, Lebanon, Qatar, Spain, United Arab Emirates and UK.

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