Executive Director, Private Banker, KSA

Job Summary

Join a dynamic and diverse team within J.P. Morgan's EMEA Private Banking business. We are seeking exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients. This role involves leading new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. You will be the face of J.P. Morgan's Private Banking business, responsible for delivering a complete wealth management solution.

Job Responsibilities

• Prospect and acquire new clients and assets from Ultra High Net Worth clients, primarily in the Western Region of Saudi Arabia.
• Maintain and develop an existing book of business with UHNW clients from Saudi Arabia.
• Implement investment, banking, and trust/estate products for core clients.
• Coordinate with specialists to provide interdisciplinary expertise for complex clients.
• Manage accounts to ensure client profiles are complete and accounts are properly serviced, adhering to J.P. Morgan's Risk Management framework.
• Ensure compliance with regulatory requirements and internal policies.
• Monitor and manage risks associated with client relationships and take proactive measures to mitigate potential issues.
• Build trust and effectively manage client relationships.
• Ensure products and services align with clients' needs, goals, and objectives.
• Deliver exceptional service excellence and engage cross-line-of-business partners as needed.

Required Qualifications, Capabilities, and Skills

• Experience as a Private Banker or similar role, focusing on the Saudi wealth market.
• Proven business development experience and skills.
• Demonstrated sales success, including prospecting, profiling, negotiation, and closing sales.
• Result oriented with exceptional organizational and multitasking skills.
• Strong analytical and problem-solving skills with attention to detail.
• Excellent communication and interpersonal skills, fluency in Arabic (preferred) and English.
• Ability to work independently and as part of a team with a client-centric approach.
• Strong relationship management and team-building skills.

Preferred Qualifications, Capabilities, and Skills

• Bachelor's degree in Finance, Business Administration, or related field; advanced degree or certifications (e.g., CFA, CAIA) preferred.
• Experience or understanding of investments, banking, credit, and wealth planning concepts.
• Ability to adapt to a rapidly changing business environment, including technological changes.

We offer

• A dynamic and diverse team environment
• A challenging and varied job
• Opportunities for career development and further training
• A comprehensive range of social services and benefits

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We Offer

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• an equal opportunity employer and place a high value on diversity and inclusion at our company.