Wealth Management, UHNW Banker – Associate, Dubai UAE

Job Description

Job Description :
Job Responsibilities

• Focus on ultra-high-net-worth (Principal Business) individuals and families for our UAE market coverage team.
• Manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and contacts
• Liaise with the ITM partners to assist clients to build portfolio using resources and expertise of JPMorgan's platforms, products, services and networks.
• Actively involved in prospecting and acquiring new clients, cultivate prospect lists and actively convert them into clients and deepen relationships.
• Understand each client's wealth objects and investment requirements.
• Work in close partnership with Investors in proposing, delivering and executing solutions for clients as well as in identifying new business opportunities
• Maintaining client relationships, answering clients enquiries, day-to-day account operations
• Update clients regularly on markets, portfolio performance, investments opportunities, risks.
• May require regular travel into coverage regions to foster relationships.
• Work with junior team members in preparing presentations and proposals, and send out various promotion items to clients on request
• Keep track of Clients, AUMs and Revenues using our internal systems periodic calculation of account performance
• Work together with other teams in meeting all compliance, operational, and due diligence requirements
• Oversee private client relationships by providing access to specialists and manage clients investment portfolios
• Responsible for working with other team members on client sponsorship / Know Your Client
• Supervise, coach, and train junior staffs to maximize their individual contribution to the team as required

Personal Attributes and Experiences

• Applicants must be university degree qualified or equivalent, in any discipline
• Applicants must have minimum 4years of professional experience in a similar Relationship Manager capacity at another Private Bank or if they are from another discipline, must display and hold UHNW network and relationships in the UAE market
• Strong written and spoken English language skills
• Strong presentation skills, an excellent communicator with client facing experience and existing UHNW client relationships in the UAE region
• Strong understanding of the needs and sensitivities of clients (private individuals and families)
• Proven track record on investment sales and / or relationship management performance
• Able to work under minimal supervision adaptable to work in demanding environment
• Detail-oriented and results-focused
• Strong knowledge of local regulatory policies and guidelines
• Strong knowledge of relevant financial markets and instruments
• Appropriate local regulatory qualifications

Job Details

Employment Types:

Full time

Industry:

Banking / Accounting / Financial Services

Function:

Sales / Business Development

Roles:

Software Engineer / Programmer

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