Job Description
As a Client Advisor based in Belgium within the International Private Bank, you will lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You will also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution. Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster success.
Job Responsibilities
* Generate business results and acquire new assets from both the existing client base and new client acquisition, focusing on the Belgium client market.
* 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 clients’ goals and objectives, developing and implementing 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 proposed solutions fulfil 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 measures.
* Partner with other Client Advisors in the team to maximise team strength and achieve team goals.
Required Qualifications, Capabilities and Skills
* Significant experience in Private Banking working with high net worth individuals or related fields within financial services.
* Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively.
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
* Demonstrates strong organisational skills and applies a disciplined and organised 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
* Asset allocation/multi asset class portfolio or sales experience is favourable.
* Chartered Financial Analyst (CFA) is a plus.
* Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship.
* Fluency in English, Dutch and French is required.
J.P. Morgan is a global leader in financial services and we are an equal opportunity employer. We do not discriminate on the basis of any protected attribute. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
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