Private Banker, Germany, Executive Director - Frankfurt am Main, Deutschland - JPMorgan Chase Bank, N.A.

JPMorgan Chase Bank, N.A.

Geprüftes Unternehmen

Frankfurt am Main, Deutschland

vor 2 Wochen

Geschrieben von:

Lena Wagner

beBee Recruiter

Beschreibung

This is an exciting opportunity for you to join a dynamic, diverse team within the German market of J.P Morgan's EMEA Private Banking business.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients.

If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. 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.

Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world.

Through our integrated and diverse platform we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and complexities they face in the ever evolving financial services space.

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

The Banker will be responsible for prospecting and acquiring new clients and new assets from new and existing clients
Maintain and further develop an existing book of business consisting of Ultra High Net Worth clients focused on the German client market.
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

Requirements:

Significant experience in Private Banking working with German Ultra High Net individuals and families or related fields within financial services
Previous business development experience developing 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
Excellent communication skills, both written and oral
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

Having a proven track record of building trust with clients and effectively managing relationships, both externally and internally, will be vital to this role.

Possessing a collaborative spirit and the ability to work effectively in a team, as well as valuing the innovation and creativity that diversity of thought brings, is essential.

We offer

Supportive environment to combine work and family requirements: flexible work arrangements, plus special support for working parents in emergency situations with free emergency childcare services and our very own parentchild office
Financial stability: competitive salaries, pension provisions via the BVV and our very own pension plan as well as an accident insurance
Personal wellbeing: a range of offers available from onsite medical checks and vaccinations to educational sessions and a subsidised inhouse canteen, plus the option to increase your vacation entitlement to more than the standard 30 days pa
Create a workspace where you can be yourself: you can get involved in our local philanthropic agenda, join employee networking groups and the JPM Club for social activities
Build your career: benefit from our bespoke mentoring programme and a broad range of learning and development offerings

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