This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board.
Job Description
This is an exciting opportunity to join a dynamic, diverse team within J.P Morgan's UK 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 Client Advisor working for J.P. Morgan in London, 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
* Generate business results and acquire new assets.
* 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 plans on their overall balance sheet.
* Ensure that proposed solutions fulfill clients' needs and objectives through a holistic goals-based planning approach.
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures.
* Partner with other Client Advisors in the team to maximize team strength and achieve team goals.
Required Qualifications, Capabilities, and Skills
* Significant experience in Private Banking working with high net worth individuals.
* 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.
* Strong reputation with an established network.
Preferred Qualifications, Capabilities, and Skills
* Asset allocation / multi asset class portfolio or sales experience is favorable.
* Chartered Financial Analyst (CFA) is a plus.
* Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship.
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 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.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions.
#J-18808-Ljbffr