This is an exciting opportunity for you to join a dynamic, diverse team within the Israel 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.
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 building, maintaining and further developing a book of business consisting of clients focused within the Israel market.
- Responsible for sale and implementation of investment, banking and trust/estate products to core clients with assistance from the integrated team.
- 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, developing new client relationships is essential.
- Previous experience in Private Banking working with Ultra High Net Worth individuals and families from the Israel market.
- 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.
- A network and track record of performance
- Chartered Financial Analyst (CFA) is a plus
- Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship
- Proactive and target driven.
- Fluent Hebrew is a plus.
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.