JP Morgan Chase

Runs a consumer bank and an investment bank

VP Private Banker

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeLuxembourgNo salary listedIn-person

About the Job

Requirements

Significant experience in private banking working with Polish Ultra High Net Worth individuals and families.
Previous business development experience.
Proven sales success, including prospecting, profiling, overcoming objections, negotiation, team selling, closing sales, and asking for referrals.
Excellent written and oral communication skills.
Strong relationship management and team-building skills; views teamwork as critical to the role.
Emirati male nationals must have completed or have no obligatory military service obligations.
Experience or demonstrated understanding of investments, banking, and trust concepts, including 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 its regulatory and technological environment.
Fluency in Polish.

Responsibilities

Prospect and acquire new clients and new assets from new and existing clients from Poland.
Maintain and further develop an existing book of business consisting of Ultra High Net Worth clients from Poland.
Sell and implement investment, banking, and trust/estate products to core clients as appropriate.
Leverage and coordinate specialists, including Investor, Capital Advisor, Trust and Estate Advisor, and Wealth Advisor, to provide interdisciplinary expertise for the most complex clients.
Manage each account to ensure the client has a completed profile and accounts are properly maintained and serviced, adhering specifically to J.P. Morgan Risk Management policies.
Build trust with clients and effectively manage relationships.
Ensure proposed products and services maximize clients' needs, goals, and objectives.

This is an exciting opportunity for you to join a dynamic, diverse team within the Central and Eastern Europe 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.

Job summary

As a Banker in J.P. Morgan's Private Banking business, you would lead 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

Prospect and acquire new clients and new assets from new and existing clients from Poland
Maintain and further develop an existing book of business consisting of Ultra High Net Worth clients from Poland
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 Polish UHNW individuals and families.
Previous business development experience.
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.
Emirati male nationals must have completed or have no obligatory military service obligations.
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.
Fluency in Polish

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size: 10,001+
Company stage: IPO
Headquarters: New York City, New York
Founded: 1799

Recently Posted Jobs

Explore more opportunities at JP Morgan Chase

See more jobs