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Key Responsibilities

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

• Drive business results and acquire new assets across the HNW & UHNW client segment
• Performing to an exceptional standard dealing with both an 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
• 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
• Strictly adhere to all risk and control policies, regulatory guidelines and security measure
• Energetic and entrepreneurial business builder who thrives and excels in a competitive industry
• Proactive, takes initiative, and uses critical thinking to solve problems
• Focuses on the client experience and works tirelessly on the client's behalf
• Proven sales success and strong business acumen
• 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
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
• Partner with other Client Advisor in the team in order to maximize the team strength and achieve team goal

Qualifications

• Experience in Private Banking working with HNW & UHNW individuals and families or related fields, with a particular focus on Scotland and other key Northern regions
• A developed network and understanding of market conditions relating to the above geographical demands
• Previous business development experience that has led to new client relationships is advantageous
• Asset allocation / multi asset class portfolio or sales experience is preferable
• Achievement oriented, focused on exceeding business goals with sufficient attention to detail
• Excellent communication skills - the candidate must be articulate verbally and on paper and able to generate trust with clients through a credible discussion on investment matters
• 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
• Ability to adapt to a rapidly changing business including regulatory and technological environment
• Ability to work both independently and as a team player
• Ability to multi-task and manage priorities effectively
• Exceptional problem-solving skills.
• Proactive and target driven.
• Ability to demonstrate excellent negotiating skills.
• Ability to learn proprietary software and databases and ability to master wealth planning software.
• Superior analytical skills; strong computer skills
• Strong relationship management and team building skills

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. 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.