This is an exciting opportunity for you to join a dynamic, diverse team within the MENAT team of J.P Morgan's EMEA Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
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 will be the face of J.P. Morgan's Private Banking business, responsible for delivering a complete wealth management solution.
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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/estate 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 effectively manage client relationships.
- 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.
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people 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 place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.