Executive Director, Private Banker, KSA

Job Summary

Join a dynamic and diverse team within J.P. Morgan's EMEA Private Banking business. We are seeking exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients. This role involves leading new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. You'll be the face of J.P. Morgan's Private Banking business, responsible for delivering a complete wealth management solution.

Job Responsibilities

• Prospect and acquire new clients and assets from Ultra High Net Worth clients, primarily in the Western Region of Saudi Arabia.
• Maintain and develop an existing book of business with UHNW clients from Saudi Arabia.
• Implement investment, banking, and trust/wealth products for core clients.
• Coordinate with specialists to provide interdisciplinary expertise for complex clients.
• Manage accounts to ensure client profiles are complete and accounts are properly serviced, adhering to J.P. Morgan's Risk Management framework.
• Ensure compliance with regulatory requirements and internal policies.
• Monitor and manage risks associated with client relationships and take proactive measures to mitigate potential issues.
• Build trust and offer advice to clients.
• Ensure products and services align with clients' needs, goals, and objectives.
• Deliver exceptional service excellence and engage cross-line-of-business partners as needed.

Required Qualifications, Capabilities, and Skills

• Experience as a Private Banker or similar role, focusing on the Saudi wealth market.
• Proven business development experience and skills.
• Demonstrated sales success, including prospecting, profiling, negotiation, and closing sales.
• Result-oriented with exceptional organisational and multi-tasking skills.
• Strong analytical and problem-solving skills with attention to detail.
• Excellent communication and interpersonal skills, fluency in Arabic (preferred) and English.
• Ability to work independently and as part of a team with a client-centric approach.
• Strong relationship management and team building skills.

Preferred Qualifications, Capabilities, and Skills

• Bachelor's degree in Finance, Business Administration, or related field; advanced degree or certifications (e.g., CFA, CAIA) preferred.
• Experience or understanding of investments, banking, credit, and wealth planning concepts.
• Ability to adapt to a rapidly changing business environment, including regulatory and technological changes.

Wir bieten

(J.P. Morgan ist ein globaler Führer in Finanzdienstleistungen, bietet strategische Beratung und Produkte für namhafte Unternehmen, Regierungen, vermögende Privatpersonen und institutionelle Investoren an. Der erste-Klasse-Ansatz bei der Bedienung von Kunden treibt alles an, was wir tun. Wir bemühen uns, vertrauensvolle, langfristige Partnerschaften aufzubauen, um unseren Kunden bei der Erreichung ihrer Geschäftsziele zu helfen.) Wir erkennen an, dass unsere Mitarbeiter unsere Stärke sind und die vielfältigen Talente, die sie in unsere globale Belegschaft einbringen, direkt mit unserem Erfolg verbunden sind. Wir sind ein Arbeitgeber mit gleichen Chancen und schätzen Vielfalt und Inklusion in unserem Unternehmen. Wir diskriminieren nicht aufgrund von geschützten Merkmalen, einschließlich Rasse, Religion, Hautfarbe, nationaler Herkunft, Geschlecht, sexueller Orientierung, Geschlechtsidentitätsausdruck, Alter, Ehe- oder Veteranenstatus, Schwangerschaft oder Behinderung oder auf Grundlage anderer gesetzlich geschützter Merkmale. Wir gewähren auch angemessene Unterkünfte für Bewerber und Mitarbeiter für religiöse Praktiken und Überzeugungen sowie für psychische oder körperliche Behinderungsbedürfnisse.