This is an exciting opportunity for you to join a dynamic, diverse team within the MENAT team 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 Private Banker in the Turkey team, you would act as the face of 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:
- Keenly focus on prospecting and acquiring new clients and new assets from new and existing Ultra High Net Worth clients from Turkey
- Maintain and further develop an existing book of business consisting of Ultra High Net Worth clients from Turkey
- Sales and implementation of investment, banking and trust/estate products to core clients as appropriate
- Leverage and coordinate specialists (Investor, Capital Advisor, Wealth Advisor, and other Subject Matter Experts)) 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 framework
- Ensure all client interactions and transactions comply with regulatory requirements and internal J.P. Morgan policies and procedures.
- Monitor and manage risks associated with clients' relationship with the firm and take proactive measures to mitigate potential issues.
- Build trust with clients and effectively manage relationships
- Ensure that the proposed products and services maximize the clients' needs, goals and objectives
- Deliver seamless and exceptional service excellence, and on need basis engage XLOB partners to enrich the overall client experience with J.P. Morgan
Required Qualifications, Capabilities, and Skills:
- Proven track record and experience as a Private Banker or in a similar role, with focus on the Turkey wealth market, working with UHNWfamilies, entrepreneurs, executives, single family offices and endowments
- Previous business development experience and skills
- Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
- Result oriented, with exceptional organizational and multi-tasking skills, always working within a regulatory and risk managed framework
- Strong analytical and problem-solving skills, with sufficient attention to details and accuracy
- Excellent communication skills and interpersonal skills, with fluency in Turkish (preferred) and English
- Ability to work independently an as a part of a team, with a client centric approach
- Strong relationship management and team building skills; views team collaboration as critical to the business model
PreferredQualifications, Capabilities, and Skills
- Bachelor's degree in finance, Business Administration, or a related field; advanced degree or certifications (e.g. CFA, CFP) preferred.
- Experience or demonstrated understanding of investments, banking, credit, and wealth planning concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and lending 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
#J-18808-Ljbffr
