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International Private Bank, Private Banker, Turkey
International Private Bank, Private Banker, TurkeyJPMorgan Chase & Co. • Geneve, GE, Switzerland
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International Private Bank, Private Banker, Turkey

International Private Bank, Private Banker, Turkey

JPMorgan Chase & Co. • Geneve, GE, Switzerland
Vor 30+ Tagen
Stellenbeschreibung

This is an exciting opportunity for you to join a dynamic, diverse team within the MENAT team of Morgan’s EMEA 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, . 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 Summary:

As a Private Banker in the Turkey team, you would act as the face of . Morgan's Private Banking business. You would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. This role is also responsible for the client experience and engaging our resources to deliver a complete wealth management solution.

Job Responsibilities:

  • Keenly focus on prospecting and acquiring new clients and new assets from new and existing Ultra High Net Worth clients from Turkey
  • Maintain and further develop an existing book of business consisting of Ultra High Net Worth clients from Turkey
  • Sales and implementation of investment, banking and trust/estate products to core clients as appropriate
  • Leverage and coordinate specialists (Investor, Capital Advisor, Wealth Advisor, and other Subject Matter Experts)) 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 . Morgan Risk Management framework
  • Ensure all client interactions and transactions comply with regulatory requirements and internal . Morgan policies and procedures.
  • Monitor and manage risks associated with clients’ relationship with the firm and take proactive measures to mitigate potential issues.
  • Build trust with clients and effectively manage relationships
  • Ensure that the proposed products and services maximize the clients' needs, goals and objectives
  • Deliver seamless and exceptional service excellence, and on need basis engage XLOB partners to enrich the overall client experience with . Morgan

Required Qualifications, Capabilities, and Skills:

  • Proven track record and experience as a Private Banker or in a similar role, with focus on the Turkey wealth market, working with UHNW families, entrepreneurs, executives, single family offices and endowments
  • Previous business development experience and skills
  • Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
  • Result oriented, with exceptional organizational and multi-tasking skills, always working within a regulatory and risk managed framework
  • Strong analytical and problem-solving skills, with sufficient attention to details and accuracy
  • Excellent communication skills and interpersonal skills, with fluency in Turkish (preferred) and English
  • Ability to work independently an as a part of a team, with a client centric approach
  • Strong relationship management and team building skills; views team collaboration as critical to the business model

Preferred Qualifications, Capabilities, and Skills

  • Bachelor’s degree in finance, Business Administration, or a related field; advanced degree or certifications (. CFA, CFP) preferred.
  • Experience or demonstrated understanding of investments, banking, credit, and wealth planning concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and lending 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
Jobalert für diese Suche erstellen

International Private Bank Private Banker Turkey • Geneve, GE, Switzerland

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