International Private Bank, Private Banker, UK Team

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. 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 Responsibilities

• To generate business results and acquire new assets across London/the South.
• 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, 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.
• 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.

Equal Opportunity Statement

J.P. Morgan is an equal opportunity employer and places 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.