This is an exciting opportunity for you to join a dynamic, diverse team within the UK domestic market of J.P Morgan’s 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 Responsibilities

• The Banker will be responsible for prospecting and acquiring new clients and new assets, from new and existing clients, within the Endowments, Foundations, Charities and Families client sector
• 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 UK based, ultra high net worth clients
• Previous business development experience - comfortable acquiring clients and covering the whole client process from start to finish
• 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
• Sustainability focused when engaging with individuals, families and institutions

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
• Multi lingual
• CFA qualified
• A proven track record and network within the Endowments, Foundations and/or Charities client space