Private Banker, Israel, Executive Director

JP Morgan

Location: Greater London

Job Type: Full time


This is an exciting opportunity for you to join a dynamic, diverse team within the Israel market 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.

Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our integrated and diverse platform we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and complexities they face in the ever evolving financial services space.

Job Summary

The Banker is the face of J.P. Morgan's Private Banking business. The Banker leads 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

  • The Banker will be responsible for prospecting and acquiring new clients and new assets from new and existing Israeli clients
  • Maintain and further develop an existing book of business consisting of Israeli Ultra High Net Worth clients
  • Responsible for sales and implementation of investment, banking and trust/estate products to core clients as appropriate
  • Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) 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 policies
  • Build trust with clients and effectively manage relationships
  • Ensure that the proposed products and services maximize the clients' needs, goals and objectives

Required Qualifications, Capabilities, and Skills

  • Significant experience in Private Banking working with Israeli Ultra High Net individuals and families or related fields within financial services
  • Previous business development experience developing new client relationships is essential
  • Achievement oriented, focused on exceeding business goals with sufficient attention to detail
  • Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
  • Excellent communication skills, both written and oral
  • Strong relationship management and team building skills; views team concept as critical to mode
  • Fluent Hebrew and English

Preferred Qualifications, Capabilities, and Skills

  • 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
  • Ability to adapt to a rapidly changing business including regulatory and technological environment
  • Having a proven track record of building trust with clients and effectively managing relationships, both externally and internally, will be vital to this role
  • Possessing a collaborative spirit and the ability to work effectively in a team, as well as valuing the innovation and creativity that diversity of thought brings, is essential
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