International Private Bank, Private Banker, Poland and Czechia

International Private Bank, Private Banker, Poland and Czechia Job Description

This is an exciting opportunity for you to join a dynamic, diverse team within the Central and Eastern European 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.

Job summary

As a Banker in Morgan's Private Banking business, you would 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 aplete wealth management solution.

Job responsibilities

• Prospect and acquire new clients and new assets from new and existing clients from Poland, Czechia and wider CEE.
• Maintain and further develop an existing book of business consisting of Ultra High Net Worth clients from Poland, Czechia and wider CEE.
• 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 mostplex clients.
• Manage each account to ensure that the client has apleted 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

About Us

Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations,ernments, 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 ourpany. 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 amodations 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 amodation.

About the Team

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. Job ID 300071037180307