Job Summary
As a Private Banker working for J.P. Morgan and focusing on the Yorkshire region, you would lead new client acquisition and retention across this client market through a broad knowledge of investments, banking, trust services, and financial planning. You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution. Our Private Bankers are self‑starters with a proven track record of success, skilled problem solvers who offer specialized advice to clients. You would manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster success.
Job Responsibilities
To generate business results and acquire new assets across the North East – specifically in Yorkshire and surrounding areas
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 an 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 goal‑based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal
Required Qualifications, Capabilities, And Skills
Experience working with high net worth individuals across Yorkshire, whether that be family‑owned businesses, entrepreneurs, corporate executives, single family offices or endowments/foundations/charities
Previous business development experience aligned to deal activity in the North of England, with knowledge in profiling, negotiation and proactive referral generation
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
A network and track record of performance, directly linked to the private client market in Yorkshire & the wider North East client market
Asset allocation / multi‑asset class portfolio exposure
Chartered Financial Analyst (CFA) is a plus
Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship
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. Visit our FAQs for more information about requesting an accommodation.
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