Wealth Management, Discretionary and Advisory Product Development

at  JPMorgan Chase

J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.
Our team of specialists works seamlessly to help our clients achieve their financial goals and aspirations. We’re proud to be named ‘2019 Best Private Bank for Ultra-High-Net-Worth Clients’ by Euromoney: Egypt, France, Greece, Italy, Lebanon, Qatar, Spain, United Arab Emirates and UK.

REQUIRED QUALIFICATIONS, SKILLS AND CAPABILITIES

• Experience in financial services, preferably in wealth management, asset management or consulting
• Experience in the design and development of digitally enabled investment solutions
• Exceptional communication skills, with proven ability to engage and build consensus across a broad set of stakeholders and all levels of the organization
• Proactive, highly motivated self-starter who enjoys working in a highly collaborative environment
• An entrepreneurial mindset and is able to apply critical thinking and a logical/structured framework to a variety of situations
• Highly detail-oriented with strong analytical and planning skills and demonstrated ability to lead multiple initiatives at once
• Passionate about financial markets and career driven

REQUIRED QUALIFICATIONS, SKILLS AND CAPABILITIES

• CFA qualified / candidate preferred
• Highly competent with MS Office Suite with python / programming knowledge a bonus
• Additional European languages a benefit - Italian, French or Spanish
  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

Key activities include:

• Drive new investment product development and the build out of new investment capabilities for the IPB discretionary and advisory offering
• Coordinate across multi-jurisdictional Legal, Risk, Compliance, Operations, Digital, Technology and Investment teams ensuring initiatives are delivered on schedule
• Actively support ongoing enhancements to the client and advisor experience of the IPB discretionary and advisory offering with a focus on building a differentiated and scalable business
• Define, document and track initiative timelines and progress including reporting on key highlights, decisions, next steps and issues
• Act as investment product SME for strategic business and regulatory change management initiatives
• Develop and manage relationships with product stakeholders and third-party vendors across regions (Asia, EMEA and LatAm)
• Make recommendations to improve and re-engineer existing product practices and processes

This position is based in London, is open-ended and offers excellent future mobility opportunities into other areas of our business.