Introduction
This role is a thrilling opportunity for those with entrepreneurial spirit, determination to succeed, and passion for delivering top-tier service to our clients. We're seeking highly talented team members who are collaborative, confident, and motivated to provide premier client experience. You'll lead client acquisition and retention, leveraging your broad knowledge of investments, banking, trust services, and financial planning.
Job Summary
As a Prospector within J.P. Morgan's Private Banking business, you will be the face of our operations. Your role will be pivotal in new client acquisition and retention, leveraging your extensive knowledge of investments, banking, trust services, and financial planning. You will be responsible for enhancing the client experience and utilizing our resources to deliver a comprehensive wealth management solution. This role provides an exciting opportunity to increase our market share in the Ultra High Net Worth (UHNW) segment in Australia..
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Job Responsibilities
- Develop and execute a strategy to increase our market share in the UHNW segment in Australia
- Prospect and acquire new clients and new assets from new and existing clients
- Sales and implementation of investment, banking and trust/estate products to core prospects as appropriate
- Leverage and coordinate specialists (Investor, Lending Advisor, philanthropy advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients
- Manage client and prospects profile to guarantee the profiles are properly maintained and serviced, specifically adhering to J.P. Morgan Risk Management policies
- Build trust with prospects and clients and effectively manage relationships
- Ensure that the proposed products and services maximize the clients' needs, goals and objectives
- Organise & involve in local events to build the network with UHNW segment in Australia
- Work with team members in preparing presentations and proposals, and send out various proposal items to clients on request
- Performance will be measured by objectives using specific financial metrics and client satisfaction objectives
Required qualifications, capabilities and skills
- Minimum of 7 years of experience in Private Banking working with Ultra High Net individuals and families or related fields within financial services in Australia
- Previous business development experience including cold calling to develop new client relationships is essential
- Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
- Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
- Excellent communication skills and strong interpersonal skills
Preferred qualifications, capabilities and skills
- Ability to adapt to a rapidly changing business including regulatory and technological environment
- Strong relationship management and team building skills; views team concept as critical to model
- Achievement oriented, focused on exceeding business goals with sufficient attention to detail
- Ability to work both independently and as a team player
- Exceptional follow-up and follow-through skills
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.