JPMorgan Wealth Management UHNW Investor Team Lead 

Zambia, Central Province 

168257951

Job Responsibilities

• Lead and monitor team’s performance against financial and other targets
• Work closely with Market Manager to develop market growth strategy and to solidify the team structure
• Be the lead Investor on a portfolio of key client relationships for the Hong Kong business, and act as primary resource for investment communication. Work in close partnership with Private Bankers.
• Conduct investment reviews with clients to validate the clients’ current investment objectives and prepare recommendations of appropriate investment products
• Understand & effectively communicate the bank views and solutions to clients to help them meet their financial objectives; maintain investment dialogue with clients and implement overall investment plan
• Develop relationships with immediate team members (Investors & Bankers) and work as a team to ensure that the business meets its goals
• Supervise, coach, and train junior staff to maximize their individual contribution to the team as required
• Adhere to the Bank’s policies and procedures thereby protecting the business from financial and reputational risks
• Work closely with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies
  

:

• Bachelor’s degree or it’s equivalent in any discipline
• Minimum 15 years of professional experience in a similar investment advisory capacity at another private bank covering ultra-high net worth clients
• Strong leadership and management skills, with relevant experience managing a team of investment advisors covering ultra-high net worth clients
• Strong understanding of the needs and sensitivities of clients (private individuals and families)
• Proven track record on investment sales and / or relationship management performance
• Thorough knowledge of the full range of solutions and investment products and strong knowledge of relevant financial markets and instruments

Preferred Qualifications, Skills And Capabilities

• Appropriate local regulatory qualification and licenses preferred
• Strong knowledge of local regulatory policies and guidelines
• Strong knowledge of relevant financial markets and instruments