Private Banker, Denmark, Executive Director

2 months ago

Copenhagen, Copenhagen, Denmark J.P. Morgan Full time

Private Banker, Denmark, Executive Director

Overview
For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients.

Job summary:
As a Private Banker, Denmark, Executive Director within the International Private Bank, you would act as the face of J.P. 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:

  • Focus on prospecting and acquiring new clients and new assets from new and existing clients within the Danish Market
  • Maintain and further develop an existing book of business consisting of Ultra High Net Worth clients from within the Danish Market
  • Sell and implement 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 completed 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 maximize the clients' needs, goals and objectives

Required Qualifications, Capabilities, and Skills:

  • Fluency in both English and Danish
  • Significant experience in Private Banking or related fields within financial services
  • Previous business development experience
  • Achievement oriented, focused on exceeding business goals with sufficient attention to detail
  • Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
  • Excellent communication skills, both written and oral
  • Strong relationship management and team building skills; views team concept as critical to mode

Preferred Qualifications, Capabilities, and Skills

  • Experience or 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 adapt to a rapidly changing business including regulatory and technological environment

Work location
Kobenhavn O, Hovedstaden,

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