Job Description
Private Banker We are seeking exceptionally talented, collaborative, confident, and motivated professionals to deliver a first-class client experience within J.P. Morgan's International Private Bank. If you have an entrepreneurial mindset and thrive on challenging yourself, J.P. Morgan is the place for you. You will work alongside talented colleagues across markets, businesses, and functions, gaining broad exposure and support to take your career to the next level while maintaining a client-first approach. As a Private Banker in the International Private Bank, you will advise offshore clientsamong the largest and most complex globallyon building, preserving, and managing their wealth. You will leverage your expertise in investments, financial planning, credit, and banking to provide holistic, balance-sheet advice to existing clients and drive new client acquisition. You will be part of a local team serving clients from Israel and be supported by an institutional platform with the resources, specialists, and intellectual capital to help clients achieve their goals. Job Responsibilities: Manage and maintain relationships with clients in Israel by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required qualifications, capabilities and skills: Eight plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in the Israel Market Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Available to travel internationally to serve off-shore international clients Strong community presence with an established network in the Israel Market Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Bachelor's Degree required Fluent in English and Hebrew