International Private Bank, Private Banker, Saudi Market, Executive Director, Geneva

Tasks

• Development and Acquisition of New Customers in the Saudi Market
• Responsibility for the sale and implementation of investment and financial products for new customers, as appropriate
• Advising on the client portfolio and optimizing risk assessment by integrating cash and credit operations, as well as risk management expertise, for our most important corporate clients
• Providing administrative support and advising clients on tax planning; assisting clients in adjusting their plans and portfolios using J.P. Morgan's risk management tools
• Establishing and maintaining relationships with our customers and prospective clients
• Supporting the regional or global team with internal wealth management and estate and gift tax planning

Requirements

• Extensive experience in private banking in the United Arab Emirates and beyond
• Extensive experience in financial management
• Asset Planning: Financial Asset Management
• Strong sales skills, including development, pricing, increasing visibility, negotiation, standard banking practices, closing the sale, and follow-up
• Excellent communication skills, both written and verbal
• Strong management, sales, and marketing skills; a passion for taking on these responsibilities to build new structures
• Key role on the team for the development of new products
• Unique or niche-specific characteristics
• Ability to adapt to changing business environments, including regulatory and technological developments
• Focus on individuals or private customers