Wealth Management, UHNW Banker, Executive Director

3 weeks ago

dubai, United Arab Emirates JPMorgan Chase & Co. Full time
IntroductionWe are actively looking for exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to UHNW clients within JP Morgan Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, JP Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses, and functions to provide you with the opportunity to take your career to the next level.Job SummaryAs a Private Banker in the UAE team of JP Morgan Private Bank, you are responsible for advising families on building, preserving, and managing their wealth. You will use your knowledge of investments, financial planning, credit, and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals.Job Responsibilities
Focus on ultra-high-net-worth (Principal Business) individuals and families, as well as institutions for our UAE market coverage team based in Dubai.Manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and contacts.Build portfolio of clients 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.Work in close partnership with investment specialist 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.Work with junior team members in preparing presentations and proposals, and send out various promotion items to clients on request.Supervise, coach, and train junior staffs to maximize their individual contribution to the team as required.Work together with other teams in meeting all compliance, operational, and due diligence requirements.Keep track of Clients, Assets Under Management (AUM), and Revenues using our internal systems; periodic calculation of account performance.Oversee private client relationships by providing strategic advice based on each client’s wealth objectives.Provide access to internal specialists and manage clients’ investment portfolios, and responsible for working with other team members on client sponsorship / Know Your Client.Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach.
Required Qualifications, Skills And CapabilitiesBachelor’s degree or equivalent in any discipline.Minimum 10 years of professional experience in a similar Relationship Manager capacity at another Private Bank or wealth management firm, covering the UAE region.Understand and have working knowledge of the private banking key regulatory and control environments that are relevant to the team and be able to manage the accounts accordingly.Proven client management skills and effective communication skills (oral and written) who can positively engage and influence clients as well as internal stakeholders.Strong organizational and prioritization skills, operate with a high level of integrity and risk awareness.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.Must be a team player and able to work with different business functions across the bank.As the role is an important contributor to the strategy of JP Morgan, comfort and experience working with and reporting to senior management is required.Preferred Qualifications, Skills And CapabilitiesStrong knowledge of local regulatory policies and guidelines.Strong knowledge of relevant financial markets and instruments.Appropriate local regulatory qualifications.
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