International Private Bank, VP Private Banker, Poland (m|f|x) Luxembourg

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, high-net-worth individuals, and institutional investors. Our “first-class business in a first-class way” approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and that the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place 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 provide reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as for mental health or physical disability needs.
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors, and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families, and foundations take a more intentional approach to their wealth or finances to better define, focus on, and achieve their goals.

This is an exciting opportunity for you to join a dynamic, diverse team within the Central and Eastern Europe market of J.P. Morgan’s EMEA Private Banking business. We are actively seeking exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You’ll work alongside a team of talented colleagues from other markets, businesses, and functions, giving you the opportunity to take your career to the next level.
As a banker in J.P. Morgan’s Private Banking business, you will lead new client acquisition and retention by leveraging your broad knowledge of investments, banking, trust services, and financial planning. This role is also responsible for the client experience and for leveraging our resources to deliver a comprehensive wealth management solution.

Tasks

• Prospect and acquire new clients and new assets from new and existing clients in Poland
• Maintain and further develop an existing portfolio of ultra-high-net-worth clients from Poland
• Be responsible for the 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 complete 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 best meet the clients’ needs, goals, and objectives.

Profile / Your qualification / Your personality

• Significant experience in private banking working with Polish ultra-high-net-worth individuals and families.
• Previous business development experience.
• Achievement-oriented, focused on exceeding business goals with attention to detail.
• Proven sales success, including: prospecting, profiling, overcoming objections, negotiation, a team-based sales approach, closing the sale, and asking for referrals.
• Excellent communication skills, both written and oral.
• Strong relationship management and team-building skills; views the team concept as critical to success.
• Emirati male nationals must have completed their mandatory military service or have no such obligations.
• Experience or demonstrated understanding of investments, banking, and trust concepts, including, but not limited to: asset allocation in structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and the identification of wealth planning opportunities.
• Ability to adapt to a rapidly changing business environment, including regulatory and technological changes.
• Fluency in Polish

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Location

Rte de Treves 6c, LU-2633 Senningerberg