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:
As a Private Banker in the Levant team (Lebanon, Jordan and Egypt), 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.
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Job Responsibilities:
- Keenly focus on prospecting and acquiring new clients and new assets from new and existing Ultra High Net Worth clients from the Levant
- Maintain and further develop an existing book of business consisting of Ultra High Net Worth clients from the Levant
- Sales and implementation of investment, banking and trust/estate products to core clients as appropriate
- Leverage and coordinate specialists (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 Levant 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 skills and interpersonal skills, with fluency in Arabic (preferred) and English
- Ability to work independently an 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 or 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, basic trust and estate products and identification of wealth planning opportunities
- Ability to adapt to a rapidly changing business including regulatory and technological environment
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.