Private Banker, Turkey

Job Summary

As a Private Banker in the Turkey team, you would act as the face of J.P. Morgan's Private Banking business. You would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. This role is also responsible for the client experience and engaging our resources to deliver a complete wealth management solution.

Job Responsibilities

• Keenly focus on prospecting and acquiring new clients and new assets from new and existing Ultra High Net Worth clients from Turkey
• Maintain and further develop an existing book of business consisting of Ultra High Net Worth clients from Turkey
• Sales and implementation of investment, banking and trust/wealth products to core clients as appropriate
• Leverage and coordinate specialist Investors (Investor, Capital Advisor, Wealth Advisor, and other Subject Matter Experts) to provide interdisciplinary expertise for our most complex clients
• Manage each account to ensure that the client has a completed profile and that accounts are properly maintained and serviced, specifically adhering to J.P. Morgan Risk Management framework
• Ensure all client interactions and transactions comply with regulatory requirements and internal J.P. Morgan policies and procedures.
• Monitor and manage risks associated with clients' relationship with the firm and take proactive measures to mitigate potential issues.
• Build trust with clients and effectively manage relationships
• Ensure that the proposed products and services maximize the clients' needs, goals and objectives
• Deliver seamless and exceptional service excellence, and on need basis engage XLOB partners to enrich the overall client experience with J.P. Morgan

Required Qualifications, Capabilities, and Skills

• Proven track record and experience as a Private Banker or in a similar role, with focus on the Turkey wealth market, working with UHNWI families, entrepreneurs, executives, single family offices and endowments
• Previous business development experience and skills
• Proven sales success including; prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
• Result oriented, with exceptional organizational and multi-tasking skills, always working within a regulatory and risk managed framework
• Strong analytical and problem-solving skills, with sufficient attention to details and accuracy
• Excellent communication skills and interpersonal skills, with fluency in Turkish (preferable) and English
• Ability to work independently as well as a part of a team, with a client centric approach
• Strong relationship management and team building skills; views team collaboration as critical to the business model

Preferred Qualifications, Capabilities, and Skills

• Bachelor's degree in finance, business administration, or a related field; advanced degree or certifications (e.g. CFA, CFP) preferred.
• Experience of demonstrated understanding of investments, banking, credit, and wealth planning concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and lending solutions, basics trust and estate products and identification of wealth planning opportunities
• Ability to adapt to a rapidly changing business including regulatory and technological environment

We offer

(J.P. Morgan ist ein globaler Führer in Finanzdienstleistungen, der strategische Beratung und Produkte für die weltweit bekanntesten Unternehmen, Regierungen, vermögende Privatpersonen und institutionelle Investoren anbietet. Unser Anspruch ist es, erstklassige Geschäfte auf erstklassige Weise zu bedienen.) J.P. Morgan schätzt seine Mitarbeiter als größte Stärke und die vielfältigen Talente, die sie in die globale Belegschaft einbringen, sind direkt mit ihrem Erfolg verbunden. Wir sind ein Arbeitgeber, der Chancengleichheit bietet und Vielfalt und Inklusion in unserem Unternehmen hoch schätzt. Wir diskriminieren nicht aufgrund von geschützten Merkmalen, einschließlich, aber nicht beschränkt auf: Rasse, Religion, Hautfarbe, nationale Herkunft, Alter, Ehe- oder Veteranenstatus, Schwangerschaft oder Behinderung oder jeder anderen Grundlage, die durch geltendes Recht geschützt ist. Wir bieten auch angemessene Vorkehrungen für Bewerber und Mitarbeiter für religiöse Praktiken und Überzeugungen sowie für psychische oder körperliche Behinderungen an.