דרושים Securities Services - Client Executive Director ב-גיי פי מורגן ב-Netherlands, Amsterdam

As an Executive Assistant in our dynamic banking team, you will have the opportunity to leverage your strong Executive Assistant background to manage stakeholders' diaries and everyday needs, ensuring seamless client service through effective prioritization. Your role will require flexibility and advanced assistant skills, as well as strong attention to detail and effective communication abilities. You will work collaboratively, handling multiple responsibilities, people, and timeframes, while adeptly navigating systems, policies, and procedures to support the organization's goals.

Job responsibilities

• Manages daily activities: advanced, complex diary management, high-volume email management, and professional telephone communication
• Greets clients: handles internal and external client interactions, organizes meetings and events, and collaborates with marketing teams in Europe
• Sets up meetings, conference calls, and video conferences
• Finalizes complex travel arrangements, including flights, VISAs, accommodations, and logistics, managing frequent changes and preparing itineraries
• Processes expense reimbursements, utilizes internal systems, and prepares necessary documents for client meetings
• Becomes an integral part of the business, understanding group priorities and expectations
• Assists with staff onboarding and offboarding, equipment setup, and leads ad hoc projects
• Organizes internal and client events, partnering with marketing teams
• Creates and manages Excel sheets, Word files, and PowerPoint presentations

Required qualifications, capabilities, and skills

• Assistant experience, ideally supporting mid-level Directors or above
• Advanced organizational skills, ability to meet deadlines, and demonstrate proactivity and ownership
• Assertive, with the ability to make decisions independently
• Tact and good judgment in confidential situations, with proven experience interacting with senior management
• Strong interpersonal, written, and oral communication skills
• Proficiency in Microsoft Office
• Excellent telephone etiquette and ability to manage competing priorities
• Fluent in English
• Polished, professional approach, calm demeanour, and ability to work under pressure

Preferred qualifications, capabilities, and skills

• Good knowledge of Dutch
  

Job Responsibilities

• The Banker will be responsible for prospecting and acquiring new clients and new assets, from new and existing clients, all within the Netherlands market
• Maintain and further develop an existing book of business consisting of Ultra High Net Worth clients from the Netherlands
• 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 UHNW clients, spread amongst family owned businesses and entrepreneurs, executives, single family offices and/or endowments
• 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 in Dutch and English
• Strong relationship management and team building skills; views team concept as critical to mode

Preferred Qualifications, Capabilities, and Skills

• 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

Job Responsibilities:

• Create and sustain board level relationships with clients and prospects.
• Act as role model re strategic account planning and execution of opportunities.
• Creation and execution of long-term client plans to manage profitability, initiate and close cross-sell opportunities and maintain high customer satisfaction levels
  
• Create and execute strategic prospect account plans to successfully attract new approved clients to Securities Services, gaining a deep understanding of key decision makers, buying criteria for change, portfolio structure and investment strategy, assessment of viable products / solutions as well as understanding and leveraging existing relationship channels.
• Be able to operate independently at this level both internally and externally, i.e. to be able to close deals on their own.
• Identification of opportunity and influencing partners to drive solutions.
• Feed client demands, trends and buying behaviour into the wider global client strategy and share with product partners.
• View the client as a Partner to the firm always demonstrating proactive engagement.
• Manage risk appropriately.
• Work closely with Risk and Compliance and support general Sales in those activities if required.
• Lead and participate in pitches for new business.

Required Qualifications, Capabilities and Skills:

• Fluent in Dutch.
• Proven track record of sales in the Dutch market.
• Experience in creating/maintaining close working relationships with clients at senior levels.
• Excellent working knowledge of Securities Services product suite relating to Securities Services markets – Global Custody, Depositary Services, fund accounting, securities lending, FX, cash management, outsourcing, clearing and collateral management.
• Solid Financial Services Industry Knowledge including finance, risk management, client services, sales and operations.
• Solid understanding of changing regulatory environment.
• An ability to discuss, in detail, knowledge of securities services and related Bank products including how to price them against key competitor's offering.

Job Summary

to provide world-class service experience at every client touch point and seamless end to end client experience.

Job Responsibilities:

• Locational Lead for The Netherlands managing a team of client service managers
• Represent J.P Morgan to clients and within the local industry
• Accountable for client satisfaction levels within the region and associated management reporting
• Responsible for a portfolio of high growth, dynamically growing clients within the Securities Services business
• Ensuring exceptional levels of service to the clients and managing their expectations in coordination with business partners
• Act as key contact and escalation point for the team and clients, key stakeholders, and the business for all service-related client matters
• Ensure queries are resolved with minimum impact to the client and the business, and in a timely and effective manner. This will often involve working cross functionally across a number of departments such as Sales, Operations, Onboarding, Product, Product Development and Technology teams and obtaining “buy in” from the business to meet the clients’ needs and achieve a manageable solution
• Hosting and delivering client events through thought leadership, round tables
• Improve efficiency and reduce risk by seeking opportunities to enhance the operating model and influencing client behaviours
• When the need arises, define and manage a remediation project to address any areas where service is no longer meeting client expectations
• Act as the client advocate across the business to ensure their requirements and expectations are understood and factored into decision making

Required Qualifications, Capabilities, and Skills

• Client Management & Presentation - Experience in dealing with complex client organizations and an ability to develop strong client relationships. Must be confident, articulate and be able to combine diplomacy and assertiveness in leading client meetings such as service reviews and resolution meetings
• People Management experience – ability to deliver a local strategy, support the team of client service managers and be their point of escalation
• Communication – Strong communication and diplomacy skills with an ability to influence and manage effectively across a large virtual team at all levels
• Seniority – ability to curate c-suite relationships with our clients based on trust and longevity.
• Problem solving – Ability to resolve problems in complicated, unique and dynamic situations where the analysis of situations or data requires an in-depth evaluation of procedures and associated regulations, with input from multiple stakeholders
• Planning and organising – Ability to work independently and multi-task under pressure.
• Attention to detail – ability to drill into detail and succinctly summarise for senior stakeholders
• Good understanding of regulation impacting the Dutch and European market
• Knowledge – Strong understanding of products and the ability to understand the client organisation including their strategy and objectives
• Ability to demonstrate inclusion of risk and control parameters in daily activities

Preferred qualifications, capabilities and skills

• Dutch and English language skills to an advanced/business level
• Experience gained in an operational environment particularly focused on Securities Services would be beneficial
• Knowledge of CIB (Corporate Investment Bank) products including data products and an enthusiasm to develop their knowledge across the Securities Services Industry
• Previous people management and/or experience in developing and delivering a local strategy

Job Responsibilities

• The Banker will be responsible for prospecting and acquiring new clients and new assets from new and existing clients in the Netherlands
• Maintain and further develop an existing book of business consisting of Ultra High Net Worth clients from across the Netherlands
• 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 working with Ultra High Net Worth Netherlands domiciled clients
• 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

Preferred Qualifications, Capabilities, and Skills

• 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
• Multi lingual

As an Executive Director on the Benelux M&A team, you will partner with colleagues in industry and product teams to originate and execute the full spectrum of corporate finance transactions including public takeovers, private buy-side and sell-side transactions and corporate carve-outs.

Job responsibilities

• Act as the primary day-to-day client point of contact and lead banker on deals
• Review and coordinate the analytic work of junior bankers to advance the marketing/execution process
• Train junior bankers to enhance their skills and performance
• Refine marketing and execution materials for maximum client impact
• Oversee the creation of financial projection models.
• Identify and manage all risks in a given deal
• Liaise with other internal and external parties on transactions (e.g., lawyers, accountants, counterparties)
• Lead client negotiations, Q&A processes, and management interviews

Required qualifications, capabilities and skills

• Relevant M&A Investment Banking experience and knowledge of Benelux market
• Outstanding financial analysis and modelling skills
• Excellent written and verbal communication skills
• Ability to work well under pressure and tight deadlines
• Solid communication and project management skills
• In-depth understanding of investment banking products
• Experience dealing with clients and other transactional
• Proficient in MS office applications and experience of Bloomberg and Factset