VP, Private Banking, CEE

Job Summary

As a banker in J.P. Morgan’s Private Banking division, you will drive new client acquisition and retention through your comprehensive knowledge of investments, banking, trust services, and financial planning. This role is also responsible for the client experience and leverages our resources to deliver a comprehensive wealth management solution.

Job Responsibilities

- Prospect and acquire new clients from Eastern European regions as well as Russian-speaking clients. - Maintain and further develop an existing client portfolio of ultra-high-net-worth clients from Russia and Eastern Europe. - Responsible for the sale and implementation of investment, banking, and trust/estate planning products for key clients. - Utilize and coordinate specialists (investment managers, capital advisors, trust and estate advisors, and wealth managers) to provide interdisciplinary expertise for our most complex clients. - Manage each account to ensure that a client has a complete profile and that accounts are properly maintained and serviced, particularly in accordance with J.P. Morgan risk management guidelines. - Build trust with clients and manage relationships effectively. - Ensure that the proposed products and services maximize clients’ needs, goals, and objectives.

Required Qualifications, Capabilities, and Skills

- Extensive experience in private banking with Russian-speaking and Eastern European UHNWI individuals and families. - Previous experience in business development. - Performance-driven, focused on exceeding business goals with a keen eye for detail. - Proven sales success, including: prospecting, profiling, overcoming objections, negotiation, team sales approach, closing sales, and requesting referrals. - Excellent communication skills, both written and verbal. - Strong relationship management and team-building skills; views teamwork as critical. - Experience or demonstrated understanding of investment, banking, and fiduciary concepts, including but not limited to: asset allocation across structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and credit solutions, basic fiduciary and estate products, and identification of wealth planning opportunities. - Ability to adapt to a rapidly changing business environment, including regulatory and technological changes. - Fluent in Russian and ideally in another Eastern European language.

We offer

- A dynamic and diverse work environment - A first-class corporate culture - A career opportunity to expand your skills and knowledge - A comprehensive wealth management solution for our clients - An opportunity to be part of a global leader in the financial services sector