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Wealth Management, VP/ED - UHNW Private Banker (m/f), Germany

Req #: 180006074
Location: Frankfurt, HE, DE
Job Category: Asset Management
Potential Referral Amount: 5000 Euro (EUR)
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.4 trillion, over 250,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
J.P. Morgan Asset & Wealth Management advises institutions, endowments, foundations and families through Asset Management and Wealth Management. Our Wealth Management business includes J.P. Morgan Private Bank, J.P. Morgan Securities and Chase Wealth Management.
J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.
Our team of specialists works seamlessly to help our clients achieve their financial goals and aspirations. We’re proud to be named ‘2017 Best Private Bank for Ultra-High-Net-Worth Clients’ by Euromoney: Egypt, France, Greece, Italy, Lebanon, Qatar, Spain, United Arab Emirates and UK.
Role Overview
The Banker is the face of J.P. Morgan's Private Banking business. The Banker leads new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning.  This role is responsible for business development, the client experience and engaging our resources to deliver a complete wealth management solution. 
  • The Banker’s primary responsibility is to maintain and further develop a book of existing Ultra High Net Worth clients focused in the German market. 
  • Responsible for sale and implementation of investment, banking and trust/estate products to core clients with assistance from the integrated team (Investor, Capital Advisor and Wealth Advisor).
  • Manage each account to ensure that the client has a completed profile and that accounts are properly maintained and serviced.
  • Build trust with clients and effectively manage relationships.
  • Ensure that the proposed products and services maximize the client’s needs, goals and objectives.
  • The Banker’s performance will be measured by objectives using specific financial and client satisfaction objectives.
  • Previous experience in Private Banking working with Ultra High Net Worth individuals and families is desirable. 
  • Previous business development and client acquisition experience to develop new client relationships is essential. 
  • 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 work both independently and as a team player.
  • Excellent communication skills, both written and oral. 
  • Strong analytical and quantitative skills. 
  • Ability to multi-task and manage priorities effectively.
  • Ability to adapt to a rapidly changing business and technological environment. 
  • Exceptional problem-solving skills. 
  • Pro-active and target driven.
  • Ability to demonstrate excellent negotiating skills.
  • Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet.
  • Ability to learn proprietary software and databases and ability to master wealth planning software.
  • University degree required. 
  • Languages: Fluency in English and German is mandatory. 

JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.    


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