This is an exciting opportunity to join a dynamic, diverse team within Morgan’s MENAT 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
The Private Banker is the face of. Morgan's Private Banking business. They lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. This role is also responsible for the client experience and engaging our resources to deliver a complete wealth management solution.
Job Responsibilities
1. Responsible for prospecting and acquiring new clients and new assets from new and existing clients
2. Maintain and further develop an existing book of business consisting of Ultra and High Net Worth clients
3. Responsible for sales and implementation of investment, banking and trust/estate products to core clients as appropriate
4. Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients
5. Manage each account to ensure that the client has a completed profile and that accounts are properly maintained and serviced, specifically adhering to. Morgan Risk Management policies
6. Build trust with clients and effectively manage relationships
7. Ensure that the proposed products and services maximize the clients' needs, goals and objectives
Required Qualifications, Capabilities, and Skills
8. Significant experience working with Ultra and High Net Worth Middle East clients
9. Previous, strong business development experience
10. Achievement oriented, focused on exceeding business goals with sufficient attention to detail
11. Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
12. Excellent communication skills, both written and oral
13. Strong relationship management and team building skills
Preferred Qualifications, Capabilities, and Skills
14. 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
15. Ability to adapt to a rapidly changing business including regulatory and technological environment
16. Arabic speaker
17. A certificate in Investment Management level 4