Prospect and acquire new clients and new assets from new and existing clients from Poland, Czechia and wider CEE.
Maintain and further develop an existing book of business consisting of Ultra High Net Worth clients from Poland, Czechia and wider CEE.
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 Poland, Czechia and wider CEE UHNW individuals and families.
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.
Emirati male nationals must have completed or have no obligatory military service obligations.
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.