Vice President, Private Banker

Job Summary

As a Private Banker working for J.P. Morgan in the MENAT client team, you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution.

Job Responsibilities

• Generate business results and acquire new assets with clients linked to the Middle East.
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed.
• Understand clients' goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needs.
• Ensure that proposed solutions fully meet clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach.
• Strictly adhere to all risk and control policies, regulatory guidelines and security measure.
• Partner with other Client Advisors in the team to maximize the team strength and achieve team goal.

Required Qualifications, Capabilities, and Skills

• Significant experience in Private Banking working with ultra high net worth individuals from the Middle East, whether that be family owned businesses and entrepreneurs, executives, single family offices or endowments.
• Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively.
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
• Demonstrate strong organizational skills and applies a disciplined and organized approach throughout their business.
• Experience of demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured products, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities.
• Strong reputation with an established network.

Preferred Qualifications, Capabilities, and Skills

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

We offer

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, high net worth individuals and institutional investors. Our mission is to provide first-class services in a first-class manner.

We recognize that our employees are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and value diversity and inclusion within our organization.