International Private Bank, Private Banker, MENAT, Vice President

Job description

As a private banker in J.P. Morgan's MENAT team, you will be responsible for acquiring new clients and retaining existing ones through your comprehensive knowledge of investments, banking services, fiduciary services, and financial planning. You will also be responsible for the client experience and leveraging our resources to deliver a comprehensive wealth management solution.

Tasks

• Generate results and acquire new assets from customers in the Middle East
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit, and banking services.
• Collaborate with internal specialists to provide interdisciplinary expertise to clients when necessary
• Understand customer goals and objectives, and develop and implement investment plans for their entire balance sheet.
• Ensure that proposed solutions meet customer needs and objectives in the short, medium, and long term.
• Strictly adhere to all risk and control policies, regulatory guidelines, and security measures.
• Collaborate with other customer advisors in the team to maximize team strength and achieve team goals

Requirements

• Extensive experience in the private banking industry with ultra-high-net-worth individuals from the Middle East
• Previous experience in business development with knowledge of customer profiling, negotiation, and proactive referral recommendations
• Dynamic and credible professional with clear communication and exceptional presentation skills
• Strong organizational skills and a disciplined approach to business management
• Experience and proven understanding of investments, banking services, and fiduciary products
• Strong reputation with an established network

Preferential requirements

• Fluent Arabic
• Experience in asset allocation or selling portfolios with multiple asset classes
• Chartered Financial Analyst (CFA) certification is an advantage
• Ability to thrive in an internal culture that values innovation, customer service, internal partnership, and entrepreneurship

We offer

A dynamic and diverse work environment where you can use your skills and experience to deliver a first-class experience for our customers. We offer a culture of performance, transparency, and partnership, driven by objective, transparent goals and active teamwork to promote success.