International Private Bank, Private Banker, Vice President, Netherlands Market
Key Skills
Job Description
Job responsibilities:
- Generate business results and acquire new assets, both from existing client base and new client acquisition, with a focus on the Netherlands client market
- 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
- Understand client's goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needs
- Ensure that proposed solutions fulfil 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 measure
- Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal
Required qualifications, capabilities and skills:
- Significant experience in Private Banking working with high net worth individuals in the Netherlands market, or related fields within financial services
- Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively
- Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
- Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
- 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
- Strong reputation with an established network
Preferred qualifications, capabilities and skills:
- Asset allocation / multi asset class portfolio or sales experience is favourable
- Chartered Financial Analyst (CFA) is a plus
- Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship
- Fluency in Dutch and English
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy 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.
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 and realize their goals.
Core Responsibilities
Acquire and retain high-net-worth clients in the Netherlands market, generate business results, and advise clients on their overall financial needs and balance sheets. Develop holistic investment and wealth plans, coordinate internal specialists, deliver an exceptional client experience, and comply with risk, regulatory, and security requirements.
Requirements
Significant private banking or related financial services experience with high-net-worth clients in the Netherlands market is required, along with a record of business development and an established professional network. Candidates should demonstrate knowledge of investments, banking, trust concepts, and wealth planning, as well as strong communication, presentation, and organizational skills; Dutch and English fluency is preferred.
About JPMorgan Chase & Co.
Industry: Financial Services
Company size: 10,001+ employees
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services. Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.