JPMorganChase
Prospector –Ultra High Net Worth, Executive Director – Australia (Sydney)
Be an Early Applicant
Similar Jobs
Edtech • Information Technology • Software
Lead Pluralsight’s APAC Account Executive team, developing regional sales strategies, managing forecasts and funnel metrics, coaching sellers, growing enterprise and commercial accounts, and achieving booking and renewal targets. The role requires SaaS sales leadership across Australia, New Zealand, Singapore, and India, with responsibility for customer relationships, sales processes, executive reporting, and industry representation.
Top Skills:
MeddpiccSaaS
Information Technology • Productivity • Software • Infrastructure as a Service (IaaS)
Leads and develops a team of six Customer Success Managers, owning hiring, coaching, KPIs, quota accountability, net dollar retention, forecasting accuracy, and customer escalation support. Builds scalable operating processes, promotes AI tool adoption, supports complex customer scenarios, and partners with Customer Success leadership to improve team performance. The role requires Salesforce expertise, strong analytical and consultative skills, and experience in an IT-adjacent environment.
Top Skills:
Endpoint ManagementGainsightMeddpiccSalesforceStaircaseTableau
Aerospace • Information Technology • Software • Cybersecurity • Design • Defense • Manufacturing
Maintain and modify aircraft systems and components for Boeing’s E-7A Wedgetail program. Complete depot servicing, structural maintenance, manufacturing and assembly tasks in accordance with approved procedures, maintenance authorizations, certification requirements, aviation quality standards and DASR 145 regulations. Maintain required Aeroskills qualifications, follow workplace health and safety practices, and support Defence maintenance operations at RAAF Base Amberley.
Top Skills:
Boeing Part 145Dasr 145
Prospects and acquires ultra-high-net-worth clients in Australia for J.P. Morgan Private Banking. Develops market-share strategies, builds relationships, generates qualified leads, sells investment, banking, and trust products, coordinates internal specialists, manages client profiles under risk policies, organizes networking events, and prepares proposals. Requires extensive Australian private banking experience, strong networks, business development and sales success, and knowledge of wealth management solutions.
Acting as the local face of the JPM Private Bank (based in Sydney), the Prospector builds relationships with prospective clients, conducts initial needs assessments, and generates a robust pipeline of qualified leads. This role works in close partnership with offshore Private Bankers based in Singapore who manage ongoing client relationships and deliver tailored wealth management solutions. This role is a thrilling opportunity for those with entrepreneurial spirit, determination to succeed, and a passion for delivering top-tier service to our clients. We're seeking highly talented team members, with existing Private Banking experience, and strong Australian networks, who are collaborative, confident, and motivated to provide premier client experience.
Job Summary
As a Prospector within J.P. Morgan's Private Banking business, you will be the face of our operations. Your role will be pivotal in new client acquisition and retention, leveraging your extensive knowledge of Private Banking (investments, banking, trust services, and wealth planning). You will be responsible for enhancing the client experience and utilizing our resources to deliver a comprehensive wealth management solution. This role provides an exciting opportunity to increase our market share in the Ultra High Net Worth (UHNW) segment in Australia.
Job Responsibilities
- Develop and execute a strategy to increase our market share in the UHNW segment in Australia
- Prospect and acquire new clients and new assets from new and existing clients
- Implement sales of investment, banking and trust/estate products to core prospects as appropriate
- Leverage and coordinate specialists (Investor, Lending Advisor, philanthropy advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients
- Manage client and prospects profile to guarantee the profiles are properly maintained and serviced, specifically adhering to J.P. Morgan Risk Management policies
- Build trust with prospects and clients and effectively manage relationships
- Ensure that the proposed products and services maximize the clients' needs, goals and objectives
- Organize & involve in local events to build the network with UHNW segment in Australia
- Work with team members in preparing presentations and proposals, and send out various proposal items to clients on request
- Measure performance by objectives using specific financial metrics and client satisfaction objectives.
Required qualifications, capabilities and skills
- Minimum of 10 years of experience in Private Banking working with Ultra High Net individuals and families or related fields within financial services in Australia, and a strong Australian network
- 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
- Previous business development experience to develop new client relationships is essential
- Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
- Excellent communication skills and strong interpersonal skills
Preferred qualifications, capabilities and skills
- Strong relationship management and team building skills; views team concept as critical to model
- Achievement oriented, focused on exceeding business goals with sufficient attention to detail
- Ability to work both independently and as a team player
- Exceptional follow-up and follow-through skills
- Ability to adapt to a rapidly changing business including regulatory and technological environment
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.
What you need to know about the Melbourne Tech Scene
Home to 650 biotech companies, 10 major research institutes and nine universities, Melbourne is among one of the top cities for biotech. In fact, some of the greatest medical advancements were conceptualized and developed here, including Symex Lab's "lab-on-a-chip" solution that monitors hormones to predict ovulation for conception, and Denteric's vaccine for periodontal gum disease. Yet, the thousands of people working in the city's healthtech sector are just getting started, to say nothing of the tech advancements across all other sectors.
