Apply on Employer Site

Chase · 2 days ago

International Private Bank- Private Banker, Team Lead- Middle East and Emerging Europe

270 Park Ave, New York, NY, 10017, US

Full-time

Onsite

Senior Level, Lead/Staff

$300K/yr - $500K/yr

10+ years exp

Chase is a leading financial institution offering innovative financial solutions. They are seeking a Market Team Lead in the International Private Bank to advise clients on managing their wealth and to develop a team of Client Advisors.

BankingFinancial Services

Responsibilities

Manage and build relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience

Generate business results and acquire new assets, both from existing client base and new client acquisition; advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs

Act as a business coach to help the team generate new business and challenge them to think creatively about approaching opportunities; share best practices and lessons learned across the team

Participate in developing the team’s business plan and ensure goals and objectives are being measured and achieved on an individual and team level

Provide ongoing coaching, feedback and development to local Client Advisors

Partner with internal specialists to provide interdisciplinary expertise to clients when needed; connect your clients across all lines of business of J.P. Morgan Chase & Co

Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach while strictly adhering to all risk and control policies, regulatory guidelines and security measures

Qualification

Private Banking experienceFINRA licensesLeadership experienceInvestment knowledgeWealth planningCreditBanking conceptsMBACFACFPSales successTeam developmentClient relationship management

Required

Ten plus years of work experience in Private Banking or Financial Services industry

Five plus years of experience in a leadership position

Bachelor's degree required

FINRA Series 7, 66, 9, 10 and Insurance licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date

Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts

Preferred

MBA, JD, CFA, or CFP preferred

Proven record of being a player-coach within a high performing team model

Proven sales success and strong business acumen

Ability to attract, retain and develop a high performing Client Advisor team

Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate