International Private Bank, Engage Investment Specialist for SEA Market, As at JPMC Candidate Experience page

Singapore, , Singapore -

Full Time

Start Date

Immediate

Expiry Date

28 Sep, 26

Salary

0.0

Posted On

30 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Advisory, Asset Allocation, Portfolio Construction, Stakeholder Management, Wealth Management, UHNW Client Management, Risk Awareness, Multi-Asset Class Focus, Regulatory Compliance, Client Relationship Management

Industry

Financial Services

Description

This is an exciting opportunity for you to join JP Morgan as Engage Investment Specialist for SEA Market. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. Our Private Bank is a Global Wealth Management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our best in class “Engage” Advisory platform we deliver tailored advice to our clients, in order to help them meet their goals, while guiding them through the many challenges and complexities they face in the ever-evolving financial services space. Job Summary: As an Engage Investment Specialist, you are responsible in helping the Bankers win new clients and strengthen existing client relationships through advisement on investment solutions. Job Responsibilities: 1. Plays a leading role in the advisory investment dialogue with clients. 2. Work within a broad team of Global Investors and Bankers to manage advisory client portfolios. 3. Advises clients on holistic asset allocation, portfolio construction and tactical asset allocation shifts within their advisory relationship. 4. Execute investment solutions across asset classes in client accounts in accordance with client plans and instructions. Such solutions may include: Investment Management, Mutual Funds, Evergreen Alternatives, as well as execution of more traditional brokerage transactions. 5. Conducts investment reviews with clients to validate the clients' current investment objectives and proactively prepare recommendations in line with the advisory platform framework. 6. Deepens client relationships by building a strong advice driven dialogue to introduce the appropriate solutions to our clients that meet their needs and objective. 7. Properly and timely addresses and manages any internal controls (pre and post trade) related to the advisory framework. 8. Understands JPMorgan platform, solutions, investment philosophy. Required Qualifications, Skills And Capabilities: 1. Bachelor’s degree or equivalent in any discipline. 2. Minimum 4 years’ experience in a similar investment advisory at private banks or similar capacity, covering UHNW clients, wealth management and strong stakeholder management experience, are required. 3. Strong knowledge of investment products with the ability to extend beyond a single product to a multi-product focus. 4. Asset allocation / multi asset class portfolio or sales experience is required. 5. Understand and have working knowledge of the private banking key regulatory and control environments that are relevant to the team and be able to manage the accounts accordingly. 6. Strong organizational and prioritization skills and must be a team player and able to work with different business functions across the bank. 7. Operate with a high level of integrity and risk awareness. 8. Having a proven track record of building trust with clients and effectively managing relationships, both externally and internally, will be essential for this role 9. Possessing a collaborative spirit and the ability to work effectively in a team, as well as valuing the innovation and creativity that diversity of thought brings, is essential. Preferred Qualifications, Skills And Capabilities: 1. Appropriate local regulatory qualification and licenses preferred. However, if you do not possess an existing Representatives Notification Framework (RNF) Register in Singapore, you will be required to sit for Client Advisor Competency Standards (CACS) Paper 1 & 2, in order to get registered as a Representative with Monetary Authority of Singapore (MAS) for the private banking industry. 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 [https://careers.jpmorgan.com/us/en/how-we-hire/faqs] for more information about requesting an accommodation. 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.

Responsibilities

The specialist leads investment dialogues with Ultra High Net Worth clients to provide tailored asset allocation and portfolio construction advice. They collaborate with bankers to win new clients and execute investment solutions across various asset classes.