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Client Advisor - Executive Director - UK North

JP Morgan

Location: Greater London

Job Type: Full time


For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients.

Job Summary

You would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution.

Our Client Advisors are self-starters with a proven track record of success. They are skilled problem solvers who offer specialized advice to clients. You would manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience

Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster success.

Job Responsibilities

Drive business results and acquire new assets, both from existing client base and new client acquisition

Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs

Partner with internal specialists to provide interdisciplinary expertise to clients when needed

Understand client's goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needs

Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach

Strictly adhere to all risk and control policies, regulatory guidelines and security measure

Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal

Required Qualifications, Capabilities and Skills

Significant experience in Private Banking working with high net worth individuals in the North of the UK, focusing on family owned businesses and entrepreneurs, executives, single family offices and endowments

Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively

Dynamic and credible professional who communicates with clarity and has exceptional presentation skills

Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business

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

Strong reputation with an established network

Preferred Qualifications, Capabilities and Skills

Asset allocation / multi asset class portfolio or sales experience is favourable

Chartered Financial Analyst (CFA) is a plus

Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship