International Private Bank, Private Banker, Israel Market - London

Role Overview

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 responsible for business development, the client experience and engaging our resources to deliver a complete wealth management solution.

• The Banker’s primary responsibility is for building, maintaining and further developing a book of business consisting of clients focused within the Israel market.
• Responsible for sale and implementation of investment, banking and trust/estate products to core clients with assistance from the integrated team.
• Manage each account to ensure that the client has a completed profile and that accounts are properly maintained and serviced.
• Build trust with clients and effectively manage relationships.
• Ensure that the proposed products and services maximize the client’s needs, goals and objectives.
• The Banker’s performance will be measured by objectives using specific financial and client satisfaction objectives.

Qualifications

• Previous business development experience, developing new client relationships is essential.
• Previous experience in Private Banking working with Ultra High Net Worth individuals and families from the Israel market.
• 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.
• A network and track record of performance
• Chartered Financial Analyst (CFA) is a plus
• Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship
• Proactive and target driven.
• Fluent Hebrew is a plus.

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.