This is an exciting opportunity for you to join a dynamic, diverse team within the Benelux market of Morgan's EMEA 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.
As a Banker, you will lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You will also responsible for the client experience and engaging our resources to deliver a complete wealth management solution.
Job Responsibilities
- The Banker will be responsible for prospecting and acquiring new clients and new assets from new and existing clients in the Netherlands
- Maintain and further develop an existing book of business consisting of Ultra High Net Worth clients from across Belgium
- Responsible for sales and implementation of investment, banking and trust/estate products to core clients as appropriate
- Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients
- 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
- Build trust with clients and effectively manage relationships
- Ensure that the proposed products and services maximize the clients' needs, goals and objectives
Required Qualifications, Capabilities, and Skills
- Significant experience working with Ultra High Net Worth Netherlands domiciled clients
- Previous business development experience
- Achievement oriented, focused on exceeding business goals with sufficient attention to detail
- Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
- Excellent communication skills, both written and oral in English and Dutch
- Strong relationship management and team building skills; views team concept as critical to mode
Preferred Qualifications, Capabilities, and Skills
- 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