Wealth Management, Uhnw Banker

2 months ago

Dubai, United Arab Emirates JPMorgan Chase Bank, N.A. Full time

**Responsibilities**:

- Focus on ultra-high-net-worth (Principal Business) individuals and families for our UAE market coverage team.
- Manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and contacts
- Liaise with the ITM partners to assist clients to build portfolio using resources and expertise of JPMorgan's platforms, products, services and networks.
- Actively involved in prospecting and acquiring new clients, cultivate prospect lists and actively convert them into clients and deepen relationships.
- Understand each client's wealth objects and investment requirements.
- Work in close partnership with Investors in proposing, delivering and executing solutions for clients; as well as in identifying new business opportunities
- Maintaining client relationships, answering clients' enquiries, day-to-day account operations
- Update clients regularly on markets, portfolio performance, investments opportunities, risks.
- May require regular travel into coverage regions to foster relationships.
- Work with junior team members in preparing presentations and proposals, and send out various promotion items to clients on request
- Keep track of Clients, AUMs and Revenues using our internal systems; periodic calculation of account performance
- Work together with other teams in meeting all compliance, operational, and due diligence requirements
- Oversee private client relationships by providing access to specialists and manage clients' investment portfolios
- Responsible for working with other team members on client sponsorship / Know Your Client
- Supervise, coach, and train junior staffs to maximize their individual contribution to the team as required

**Personal Attributes and Experiences**
- Applicants must be university degree qualified or equivalent, in any discipline
- Applicants must have minimum 7 years of professional experience in a similar Relationship Manager capacity at another Private Bank or if they are from another discipline, must display and hold UHNW network and relationships in the UAE market
- Strong written and spoken English language skills
- Strong presentation skills, an excellent communicator with client facing experience and existing UHNW client relationships in the UAE region
- Strong understanding of the needs and sensitivities of clients (private individuals and families)
- Proven track record on investment sales and / or relationship management performance
- Able to work under mínimal supervision; adaptable to work in demanding environment
- Detail-oriented and results-focused
- Strong knowledge of local regulatory policies and guidelines
- Strong knowledge of relevant financial markets and instruments
- Appropriate local regulatory qualifications

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.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

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