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About the Role

The Prospector builds relationships with prospective clients, conducts initial needs assessments, and generates a robust pipeline of qualified leads. This role works in close partnership with offshore Private Bankers based in Singapore who manage ongoing client relationships and deliver tailored wealth management solutions. This role is a thrilling opportunity for those with entrepreneurial spirit, determination to succeed, and a passion for delivering top-tier service to our clients. We're seeking highly talented team members, with existing Private Banking experience, and strong Australian networks, who are collaborative, confident, and motivated to provide premier client experience.

Responsibilities

• Develop and execute a strategy to increase our market share in the UHNW segment in Australia
• Prospect and acquire new clients and new assets from new and existing clients
• Implement sales of investment, banking and trust/estate products to core prospects as appropriate
• Leverage and coordinate specialists to provide interdisciplinary expertise for our most complex clients
• Manage client and prospects profile to guarantee the profiles are properly maintained and serviced, adhering to J.P. Morgan Risk Management policies
• Build trust with prospects and clients and effectively manage relationships
• Ensure that the proposed products and services maximize the clients' needs, goals and objectives
• Organize & involve in local events to build the network with UHNW segment in Australia
• Work with team members in preparing presentations and proposals, and send out various proposal items to clients on request
• Measure performance by objectives using specific financial metrics and client satisfaction objectives.

Requirements

• Minimum of 10 years of experience in Private Banking working with Ultra High Net individuals and families or related fields within financial services in Australia, and a strong Australian network
• 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
• Previous business development experience to develop new client relationships is essential
• Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
• Excellent communication skills and strong interpersonal skills
• Strong relationship management and team building skills
• Achievement oriented, focused on exceeding business goals with sufficient attention to detail
• Ability to work both independently and as a team player
• Exceptional follow-up and follow-through skills
• Ability to adapt to a rapidly changing business including regulatory and technological environment

Skills

• Private Banking
• Investments
• Banking
• Trust services
• Wealth planning
• Sales
• Relationship management
• Communication skills
• Interpersonal skills

Location

• Sydney

Work Type

• Full-time

Experience Level

• Minimum of 10 years of experience in Private Banking

About the Company

• 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.
• We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
• 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.

Equal Opportunity

• We are an equal opportunity employer and place a high value on diversity and inclusion at our company.
• We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
• We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.