Private Banker

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(s) (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 UHNW 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 and interpersonal skills, with fluency in Turkish (preferred) 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, trusts and estate products and identification of wealth planning opportunities
• Ability to adapt to a rapidly changing business including regulatory and technological environment

Wir bieten

Keine spezifischen Benefits oder Anreize werden genannt.