At a Glance
- Tasks: Lead client acquisition and retention while providing tailored wealth management solutions.
- Company: Join J.P. Morgan, a global leader in financial services with a diverse team.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
- Other info: Dynamic environment that values innovation, teamwork, and entrepreneurship.
- Why this job: Make a real impact by advising high net worth clients and developing innovative financial strategies.
- Qualifications: Experience with high net worth individuals and strong communication skills required.
The predicted salary is between 60000 - 80000 £ per year.
This is an exciting opportunity to join a dynamic, diverse team within J.P. Morgan's UK 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.
As a Private Banker working for J.P. Morgan and based in Manchester, you would lead new client acquisition and retention across the North West client market 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 Private Bankers 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.
Job Responsibilities
- To generate business results and acquire new assets across the North West client market.
- 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 measures.
- Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goals.
Required Qualifications, Capabilities, and Skills
- Experience working with high net worth individuals across the North West, whether that be individuals with family owned businesses, entrepreneurs, corporate executives, single family offices or endowments/foundations/charities.
- Previous business development experience with knowledge in profiling, negotiation and pro‑active referral generation.
- 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
- A network and track record of performance, directly linked to the private client market in the North of England.
- Asset allocation / multi asset class portfolio exposure.
- 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.
International Private Bank, Private Banker, Manchester employer: CFA Institute
J.P. Morgan is an exceptional employer that fosters a dynamic and inclusive work culture, particularly for Private Bankers in Manchester. With a strong emphasis on collaboration and professional growth, employees are encouraged to challenge themselves while providing first-class service to high net worth clients. The company offers extensive resources and support, ensuring that team members can thrive in their roles and develop meaningful careers in the financial services industry.
