International Private Bank, VP Private Banker, Poland

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