- Investment Specialists provide important services to MFO clients.
- They serve as the primary day-to-day contact with MFOs on all investment related questions as well as Securities Based Lending oriented issues. They are expected to be in touch with MFOs multiple times a week, provide updates on JP Morgan products, market commentary and execution services. Their activities will be driven by disciplined sales management. Through their work with the MFOs they will instill a sense of commitment, responsiveness and service on the part of JP Morgan. Contrary to traditional PB investors, they will not deal with end clients directly and will not provide end client specific advice.
- Work closely with the Business Developer and Relationship Specialists to provide a seamless and integrated experience to MFOs across all Private Bank Solutions.
- Investment Updates:
- Provide frequent product updates, market updates and investment recommendations across multiple asset classes to MFOs.
- Service and develop MFOs holistically by providing markets and investment expertise (including discretionary and advisory)
- Provide investment solutions according to relevant legal and compliance requirements
- Sales Management:
- Disciplined sales management to reach relationship goals with each MFO through clear goal setting, measurable plans and accountability.
- Execute marketing initiatives across multiple solutions incl raising interest in credit, deposits and other priorities.
- Frequent in person meetings with MFO staff to build professional and personal relationships with MFOs
- Innovation:
- Contribute to trade ideas suitable for the Bank's active client base
- Share insights and ideas pertinent to MFOs with other MFO coverage teams globally
- Risk and Controls:
- Act independently within established policy guidelines and in accordance with the MFOs' needs
- Adhere to the Bank's policies and procedures thereby protecting the business from financial and reputational risks
- Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies
Requirements: - Bachelor's degree or equivalent in any discipline
- Applicants must have a minimum of 4 years of professional experience in a similar capacity as an Investment Adviser to clients. External asset manager client experience strongly preferred.
- Alongside fluent English, business fluent verbal and written Chinese language skills are required as the job holder will frequently interact with Chinese speaking clients
- Strong time management and self-management skills
- Strong analytical and communication skills
- Thorough knowledge of the full range of solutions and investment products and strong knowledge of relevant financial markets and instruments
- Proven track record on investment sales and relationship management
- Strong understanding of the needs and sensitivities of clients (private individuals and families)
- Ability to work under minimal supervision; adaptable to demanding work environment
- Detail-oriented and results-focused
- Strong knowledge of local regulatory policies and guidelinesAppropriate local regulatory qualification and licensesJ.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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
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Wealth Management, Investment Specialist, Multi Family Office Asia, Associate, Singapore - JPMorgan Chase Bank
Description
JPMorgan Chase & Co . is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, ultra-high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to Ultra High Net Worth (UHNW) individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm.
Responsibilities:
