Wealth Management, Investor, Greece, ED,Luxembourg
J.P. Morgan AssetManagement, with client assets of $2.4 trillion, is a global leader ininvestment and wealth management.
Its clients include institutions,high-net-worth individuals and retail investors in every major marketthroughout the world.
The division offers investment management across allmajor asset classes including equities, fixed income, alternatives, multi-
assetand money market funds. For individual investors, the business also providesretirement products and services, brokerage and banking services includingtrusts and estates, loans, mortgages and deposits.
J.P. Morgan Private Bank is a globalwealth management leader that delivers the highest quality advice, service,capabilities and products to Ultra High Net Worth (UHNW) individuals andfamilies around the world.
We deliver highly customized and comprehensivesolutions to help clients with the many complexities they face by leveragingthe commercial and investment banking capabilities of the firm.
The investor team manages the portfolios of Private Banking clientsacross a range of products (equities, fixed income, foreign exchange,derivatives, structured products, alternative investments and private equity).
The investor will work with clients and prospects to deliver the bank'sstrategy and best investment advice.
The successful candidate will integrate in to the Investors team in tohelp manage the existing book and develop new business.
Work within a broad team ofGlobal Investors and Bankers to manage discretionary and advisory clientportfolios.
Understand client'sinvestment plan and objectives to advise on portfolio construction includingoverall asset allocation, tactical shifts and security selection.
Market and implementinvestment solutions in accordance with clients' asset allocation. Suchsolutions will be delivered either on a discretionary or advisory basis andwill include : mutual funds, structured products, hedge funds, private equity,as well as execution of more traditional brokerage transactions such asequities, bonds, foreign exchange, etc.
Grow new assets byidentifying and developing new business opportunities from existing clientbase.
Convert non active assetsinto assets managed with an investment management mandate or on an advisorybasis.
Support and participate innew marketing initiatives, alongside Bankers, to help convert prospects toclients.
Deliver performance reviewsto clients across traditional and non-traditional assets - JPM and thirdparty.
Cross-sell other JPMorganservices, products and solutions.
Significant relevant market experience (dealing with Greek UHNW clients or fund management)
Asset allocation / multi asset class portfolio or sales experience is preferable
Strong knowledge of investment products with the ability to extend beyond a single product to a multi-product focus
Excellent communication skills - the candidate must be articulate verbally and on paper and able to generate trust with clients through a credible discussion on investment matters
Strong presentation and interpersonal skills
Personality marked by drive and ambition with demonstrated success in dealing with a wide range of clients
Superior analytical skills; strong computer skills
Ability to thrive in an internal culture that points to innovation, customer service, internal partnership and entrepreneurship
Team player capable of working effectively with many business partners
Non-commissioned background (or willingness to move to such a structure)
Qualified to a minimum of RDR 4.
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.6 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 advises institutions, endowments, foundations and families through Asset Management and Wealth Management.
Our Wealth Management business includes J.P. Morgan Private Bank, J.P. Morgan Securities and Chase Wealth Management. 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 2017 Best Private Bank for Ultra-
High-Net-Worth Clients’ by Euromoney : Egypt, France, Greece, Italy, Lebanon, Qatar, Spain, United Arab Emirates and UK.JPMorgan Chase & Co.
offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.
This role encompasses the performance of UK regulated activity. The successful candidate will therefore be subject to meeting UK regulatory requirements in the assessment of fitness, propriety, knowledge and competence (as assessed by the Firm) and (where appropriate) approval by the UK Financial Conduct Authority and / or the Prudential Regulation Authority to carry out such activities.