International Private Bank, Private Banker, MENAT, Vice President

Job Summary

As a private banker at J.P. Morgan in the MENAT client team, you will attract and retain new clients through your comprehensive knowledge of investments, banking, fiduciary services, and financial planning. You will also be responsible for the client experience and will use our resources to deliver a comprehensive wealth management solution.

Job Responsibilities

The tasks include:

• Achieving business results and acquiring new assets from clients with connections to the Middle East
• Advising clients on their entire assets, including asset allocation, investment management, estate planning, credit, and banking transactions
• Collaborate with internal specialists to provide interdisciplinary expertise to customers when necessary
• Understanding clients' goals and objectives and developing and implementing investment plans for their entire assets
• Ensuring that solutions are found that meet the needs and goals of customers in the short, medium, and long term through a holistic, goal-oriented planning approach
• Strict compliance with all risk and control guidelines, regulatory guidelines, and security measures
• Collaborate with other customer advisors in the team to maximize team strength and achieve team goals

Required Qualifications, Capabilities, and Skills

The requirements include:

• Significant experience in the private banking industry working with ultra-high-net-worth clients from the Middle East
• Previous experience in business development with knowledge of customer profiling, negotiation, and proactive acquisition of referrals
• Dynamic and credible professional with clear communication and outstanding presentation skills
• Strong organizational skills and a disciplined approach to business management
• Experience in one or more of the following areas: banking and fiduciary services, including but not limited to asset allocation or structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and credit solutions, basic fiduciary and estate products, and identification of wealth planning opportunities.
• Strong reputation with an established network

Preferred Qualifications, Capabilities, and Skills

Preferred qualifications include:

• Fluent Arabic
• Asset allocation or experience with multi-asset class portfolios or sales experience is advantageous.
• Chartered Financial Analyst (CFA) is a plus
• Ability to thrive in an internal culture that values innovation, customer service, internal partnership, and entrepreneurship