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

• Acquiring new customers from Eastern European regions, as well as Russian-speaking customers.
• Maintaining and expanding an existing client base consisting of ultra-high-net-worth clients from Eastern European regions and Russian-speaking clients.
• Responsibility for the sale and implementation of investment, banking, and trust/estate planning products for key clients.
• Engaging and coordinating specialists (investors, financial advisors, trust and estate advisors, and wealth management advisors) to provide interdisciplinary expertise for our most complex clients.
• Manage each account to ensure that the client has a complete profile and that accounts are properly managed and maintained, in particular in accordance with J.P. Morgan’s risk management guidelines.
• Building trust with customers and effectively managing relationships.
• Ensuring that the proposed products and services best meet the client’s needs, goals, and objectives.

Required Qualifications, Capabilities, and Skills

• Extensive experience in private banking with Russian-speaking and Eastern European ultra-high-net-worth individuals and families.
• Previous experience in business development.
• Performance-oriented, focused on exceeding business goals while paying close attention to detail.
• Proven sales success, including: acquiring new customers, profiling, overcoming objections, negotiation, team-based sales approach, closing the sale, and requesting referrals.
• Excellent communication skills, both written and oral.
• Strong relationship management and team-building skills; considers the concept of teamwork to be essential.
• Experience or demonstrated understanding of investments, 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 planning products, and the 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, diverse work environment where you can use your skills and experience to deliver a first-class experience for our customers. We offer a comprehensive range of products and services to help our customers achieve their goals. Our employees are our greatest asset, and we provide a variety of opportunities to advance your career and develop your skills.