Private Banker, Saudi Market, Executive Director

Tasks

• Prospecting and acquiring new customers within the Saudi Arabian market.
• Responsible for the sale and implementation of investment, banking, and trust/estate planning products for key clients.
• Leveraging and coordinating specialists (investor, capital advisor, trust and estate advisor, and wealth advisor) to provide interdisciplinary expertise for clients with complex needs.
• Manage each account to ensure that the client has a complete profile and that accounts are properly maintained and managed, in particular in accordance with J.P. Morgan’s risk management guidelines.
• Build trust with customers and effectively manage relationships.
• Ensure that the proposed products and services best meet the needs and objectives of the customers.

Requirements

• Extensive experience in private banking with ultra-high-net-worth individuals and families.
• Previous experience in business development.
• Performance-oriented and focused on business objectives, with a keen eye for detail.
• Proven sales success, including: prospecting, profiling, overcoming objections, negotiation, a team-based approach, closing the sale, and requesting referrals.
• Excellent communication skills, both written and oral.
• Strong interpersonal and team-building skills; the Wealth Team concept is critical to the model.

We offer

• The opportunity to be part of a dynamic and diverse team.
• The opportunity to take your career to the next level.
• The opportunity to work with a team of talented colleagues from other markets, businesses, and functions.