Job Responsibilities:
- Prospect and acquire new clients and assets from Ultra High Net Worth clients, primarily in Qatar.
- Maintain and develop an existing book of business with UHNW clients from Qatar.
- Implement investment, banking, and trust/estate products for core clients.
- Coordinate with specialists to provide interdisciplinary expertise for complex clients.
- Manage accounts to ensure client profiles are complete and accounts are properly serviced, adhering to J.P. Morgan's Risk Management framework.
- Ensure compliance with regulatory requirements and internal policies.
- Monitor and manage risks associated with client relationships and take proactive measures to mitigate potential issues.
- Build trust and effectively manage client relationships.
- Ensure products and services align with clients' needs, goals, and objectives.
- Deliver exceptional service excellence and engage cross-line-of-business partners as needed.
Required Qualifications, Capabilities, and Skills:
- Experience as a Private Banker or similar role, focusing on the Qatari wealth market.
- Proven business development experience and skills.
- Demonstrated sales success, including prospecting, profiling, negotiation, and closing sales.
- Result-oriented with exceptional organisational and multi-tasking skills.
- Strong analytical and problem-solving skills with attention to detail.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team with a client-centric approach.
- Strong relationship management and team-building skills.
Preferred Qualifications, Capabilities, and Skills:
- Bachelor’s degree in Finance, Business Administration, or related field; advanced degree or certifications (e.g., CFA, CAIA) preferred.
- Experience or understanding of investments, banking, credit, and wealth planning concepts.
- Ability to adapt to a rapidly changing business environment, including regulatory and technological changes.
- Fluent Arabic speaker