International Private Bank

2 weeks ago

London, United Kingdom JPMorgan Chase Bank, N.A. Full time

For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients.
**Job Summary**

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.

**Responsibilities**:
Drive business results and acquire new assets, both from existing client base and new client acquisition

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 plan on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needs

Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach

Strictly adhere to all risk and control policies, regulatory guidelines and security measure

Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal

**Required Qualifications, Capabilities and Skills**

Significant experience in Private Banking working with high net worth individuals in the North of the UK, focusing on family owned businesses and entrepreneurs, executives, single family offices and endowments

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 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

Strong reputation with an established network

**Preferred Qualifications, Capabilities and Skills**

Asset allocation / multi asset class portfolio or sales experience is favourable

Chartered Financial Analyst (CFA) is a plus

Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship

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 strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

  • Intern, Associate

    2 weeks ago

    London, United Kingdom Quintet Private Bank Full time

    **Purpose of the Job**: - Quintet Private Bank is a leading private bank in the wealth management sector; we are committed to our clients and their families and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (

  • International Private Bank

    5 days ago

    London, United Kingdom JPMorgan Chase Bank, N.A. Full time

    **Job Summary**: 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...

  • Intern – Banking

    2 days ago

    London, Greater London, United Kingdom European Bank for Reconstruction and Development Full time

    Requisition ID34102Office CountryUnited KingdomOffice CityLondonDivisionBanking SectorsContract TypeInternContract Length06 monthsPosting End Date28/11/2023Purpose of the JobUnder the supervision of engineers/Associates/Principles in the team, the intern will support the banking transaction related process in:Data gathering, research, analysis and provide...

  • Intern – Banking

    4 days ago

    London, Greater London, United Kingdom European Bank for Reconstruction and Development Full time

    Requisition ID34102Office CountryUnited KingdomOffice CityLondonDivisionBanking SectorsContract TypeInternContract Length06 monthsPosting End Date28/11/2023Purpose of the JobUnder the supervision of engineers/Associates/Principles in the team, the intern will support the banking transaction related process in:Data gathering, research, analysis and provide...

  • Intern – Banking

    2 weeks ago

    London, Greater London, United Kingdom European Bank for Reconstruction and Development Full time

    Requisition ID34102Office CountryUnited KingdomOffice CityLondonDivisionBanking SectorsContract TypeInternContract Length06 monthsPosting End Date28/11/2023Purpose of the JobUnder the supervision of engineers/Associates/Principles in the team, the intern will support the banking transaction related process in:Data gathering, research, analysis and provide...

  • Private Banking

    4 weeks ago

    London, United Kingdom Sang Zarrin Full time

    Job Description Are you a visionary leader with a passion for private banking? Seize the opportunity to helm our client's esteemed boutique institution's private bank, based in the vibrant heart of London. Join us as they set new standards of excellence and embark on an exciting journey of growth and innovation. Why Lead With Them? # Prestigious...

  • Private Banker

    4 weeks ago

    London, United Kingdom Redstone Private Banking Full time

    Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a...

  • Intern – Banking

    2 weeks ago

    London, United Kingdom European Bank for Reconstruction and Development Full time

    tendersglobal.net Requisition ID 34102 Office Country United Kingdom Office City London Division Banking Sectors Contract Type Intern Contract Length 06 months Posting End Date 28/11/2023 Purpose of the Job Under the supervision of engineers/Associates/Principles in the team, the intern will support the banking transaction related process...

  • Intern – Banking

    4 days ago

    London, United Kingdom European Bank for Reconstruction and Development Full time

    tendersglobal.net Requisition ID 34102 Office Country United Kingdom Office City London Division Banking Sectors Contract Type Intern Contract Length 06 months Posting End Date 28/11/2023 Purpose of the Job Under the supervision of engineers/Associates/Principles in the team, the intern will support the banking transaction related process...

  • Intern – Banking

    2 days ago

    London, United Kingdom European Bank for Reconstruction and Development Full time

    tendersglobal.net Requisition ID 34102 Office Country United Kingdom Office City London Division Banking Sectors Contract Type Intern Contract Length 06 months Posting End Date 28/11/2023 Purpose of the Job Under the supervision of engineers/Associates/Principles in the team, the intern will support the banking transaction related process...

  • Controls Testing

    2 weeks ago

    London, United Kingdom 0840 Deutsche Bank Aktiengesellschaft, Filiale London Full time

    Description : Job Title Controls Testing & Assurance Senior Testing Officer International Private Bank Location London Corporate Title Assistant Vice President Controls Testing & Assurance (CT&A) performs regulatory prescribed testing and assurances processes for and on behalf of the Bank’s Anti Financial Crime Department and the...

  • Private Banking

    2 weeks ago

    London, United Kingdom Arbuthnot Latham Full time

    *** **Job Purpose** - Use your knowledge, experience and networks to deliver a sophisticated Private Banking service that caters to the unique needs of High Net Worth (HNW) clients - Build profitable relationships with a cross-section of HNW Clients by understanding clients’ requirements and increasing the penetration of products and services to them -...

  • Client Advisor

    4 weeks ago

    London, United Kingdom Quintet Private Bank Full time

    **Purpose of the Job**: Quintet Private Bank is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (

  • Compliance Monitoring Officer

    4 weeks ago

    London, United Kingdom Quintet Private Bank Full time

    Quintet Private Bank is a leading private bank in the wealth management sector; we are committed to our client and their families and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (

  • Cash Operations Senior Administrator

    2 days ago

    London, United Kingdom Quintet Private Bank Full time

    **Purpose of the Job**: Our parent company, Quintet Private Bank, is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (

  • Head of Internal Audit

    4 weeks ago

    London, United Kingdom Gresham Hunt Full time

    Gresham Hunt have partnered with a Top-Tier US Investment Bank on their search for an interim Head of Audit within their Private Banking Internal Audit team. To learn whether you'd bea good fit for this team, please see the responsibilities & requirements of the role below... Responsibilities: Understanding the bank's audit methodology and...

  • Fixed Income Portfolio Manager

    1 week ago

    London, United Kingdom Cynergy Bank Limited Full time

    Hybrid Working Pattern - 3 days in Office & 2 WFH Cynergy Bank is the UK’s human digital bank serving the needs of ‘scale up’ or medium sized and fast-growing SMEs; high net worth and mass affluent individuals, in essence those market segments that still value human service enabled by great technology. We recognise that professional and personal...

  • Head of Private Banking

    4 weeks ago

    London, United Kingdom Sang Zarrin Full time

    Job Description Are you a visionary leader with a passion for private banking? Seize the opportunity to helm our client's esteemed boutique institution's private bank, based in the vibrant heart of London. Join us as they set new standards of excellence and embark on an exciting journey of growth and innovation. Why Lead With Them? Prestigious...

  • Corporate and Private Bank Strat

    2 weeks ago

    London, United Kingdom 0840 Deutsche Bank Aktiengesellschaft, Filiale London Full time

    Description : Job Title Corporate and Private Bank Strat Location London Corporate Title Associate Group Strategic Analytics is part of Group Chief Operation Office (COO) which acts as the bridge between the Bank’s businesses and infrastructure functions to help deliver the efficiency, control, and transformation goals of the Bank. Strats...

  • Head of Retail

    4 weeks ago

    London, United Kingdom Ghana International Bank Full time

    Department: Retail and Business Banking Chief Banking Officer Manage the Retail/ SME portfolio of the bank across London and overseas clients with a view to ensure customer satisfaction, compliance and revenue growth. Implement a Relationship management strategy to ensure adequate coverage of all retail and SME customers of the Bank Key role in...