JPMorganChase
International Private Bank - New Client Development Specialist, Vice President
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Lead the New Client Development Team at J.P. Morgan, focusing on client acquisition and engagement, while driving business growth with innovative strategies and strong stakeholder collaboration.
Job Description
The J.P. Morgan International Private Bank New Client Development Team drives business growth and delivers an exceptional experience to potential leads, prospects, and clients.
Through a data driven, forward-thinking approach, the team collaborates across Europe and Asia to identify new leads for Private Banking advisors.
As a member of the New Client Development Team, within the Client Experience Team, you will be at the forefront of engaging, educating, and introducing promising prospects to the Firm, originating from paid media campaigns and marketing sponsorships. Furthermore, the team collaborates with the Marketing Team to devise client acquisition strategies. Your role will involve direct interaction with individuals sourced from paid media campaigns and marketing sponsorships, guiding them through their initial introductions with J.P. Morgan International Private Bank. Success in this client-facing position requires exceptional organizational skills, outstanding communication abilities, and a genuine passion for enhancing the client experience.
Job Responsibilities:
Required qualifications, responsibilities and skills:
About Us
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
The J.P. Morgan International Private Bank New Client Development Team drives business growth and delivers an exceptional experience to potential leads, prospects, and clients.
Through a data driven, forward-thinking approach, the team collaborates across Europe and Asia to identify new leads for Private Banking advisors.
As a member of the New Client Development Team, within the Client Experience Team, you will be at the forefront of engaging, educating, and introducing promising prospects to the Firm, originating from paid media campaigns and marketing sponsorships. Furthermore, the team collaborates with the Marketing Team to devise client acquisition strategies. Your role will involve direct interaction with individuals sourced from paid media campaigns and marketing sponsorships, guiding them through their initial introductions with J.P. Morgan International Private Bank. Success in this client-facing position requires exceptional organizational skills, outstanding communication abilities, and a genuine passion for enhancing the client experience.
Job Responsibilities:
- Client Engagement: Build and nurture relationships with Private Banking leads through proactive outreach, ensuring every interaction exemplifies the Firm's commitment to excellence.
- Research & Qualification: Conduct thorough data analysis and due diligence to qualify leads and guide them to the appropriate market or advisor, ensuring a personalized client journey.
- Collaboration: Work in partnership with Marketing and Business Intelligence teams to strategize and implement targeted client acquisition campaigns, tailored to specific markets and demographics.
- Stakeholder Management: Market Managers and stakeholders across the Firm to deliver a seamless, consistent, and high-impact client experience.
- Reporting & Insights: Analyze business development activities and provide insightful reports on plans, engagement, and conversion rates to Senior Management. Offer data-driven recommendations to inform strategic decisions.
- Risk & Controls: Uphold rigorous standards for risk management, regulatory compliance, and security, including adherence to Cross Border and Privacy policies across regions.
Required qualifications, responsibilities and skills:
- Prior experience (5 years+) in a client-facing business role within Marketing or Private Banking
- Outstanding interpersonal, multicultural communication, and presentation skills, with the ability to convey complex information clearly and persuasively.
- Self-motivated, with a proven ability to influence, build, and sustain strong partnerships.
- Strong program management, analytical, and critical thinking skills.
- Fluency in English required; proficiency in French, German, Italian, or Spanish also required
About Us
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Top Skills
Campaign Planning
Data Analysis
Media Strategy
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