This is an exciting opportunity to join a dynamic, diverse team within Morgan’s UK private banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself,. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
Job Summary
As a Private Banker working for. Morgan in London, you would lead new client acquisition and retention 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, they are 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
1. Generate business results and acquire new assets with clients across the UK international client market
2. Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
3. Partner with internal specialists to provide interdisciplinary expertise to clients when needed
4. 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
5. Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
6. Strictly adhere to all risk and control policies, regulatory guidelines and security measure
7. Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal
Required Qualifications, Capabilities, and Skills
8. Experience in private banking working with high net worth individuals that are UK domiciled with an international background
9. Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively
10. Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
11. Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
12. 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
13. Strong reputation with an established network
Preferred Qualifications, Capabilities, and Skills
14. Asset allocation / multi asset class portfolio or sales experience
15. Chartered Financial Analyst (CFA) qualified
16. Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship
17. Multi lingual