Wealth Management - Ultra High Net Worth Banker - Belgium - ED

Job description

Private Banker – Belgium & Luxembourg Ultra High Net Worth Vice President - London

 

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.5 trillion, over 260,000 employees and operations in over 100 countries.  It operates across four business segments including Commercial & Investment Banking, Asset Management, Corporate Banking and Consumer Banking.

 

The Wealth Management division of JPMorgan Chase & Co. is part of the Asset Management business.  With assets under management of over $1.6 trillion, it is one of the largest asset and wealth managers in the world.

 

With more than 160 years of experience, J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world.  The Private Bank delivers highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets.  The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning.  The business model focuses on deep client relationships through an integrated team structure with a platform of depth and breadth.

 

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

 

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

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

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Responsible for sales and implementation of investment, banking and trust/estate products to core clients as appropriate

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Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients

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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

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Build trust with clients and effectively manage relationships

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Ensure that the proposed products and services maximize the clients' needs, goals and objectives

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Provide guidance to junior staff

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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
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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
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Excellent communication skills, both written and oral

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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
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Fluent in English and French

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.