JPMorgan Wealth Management Head Asia Outsourced Chief 

Zambia, Central Province 

708144881

Job Summary

The OCIO team has been serving clients for nearly 15 years with over $70 billion in assets under supervision. They bring deep expertise to institutional clients around investment governance, investment policy, portfolio construction and alternative investments. As experienced investment professionals, they have extensive cross-asset class and market knowledge.

Job Responsibilities

1. Establish a long-term strategy for OCIO in Asia

• Responsibility for engaging with senior leadership to establish a long-term growth plan
• Establishing a regular cadence of business reviews with senior leadership to maximize engagement and establish shared priorities

2. Drive new business development and regional expansion by:

• Engaging with Advisors to articulate OCIO’s value proposition and educate them on the opportunity set
• Driving new business through client events, campaigns and roadshows
• Participating in new business opportunities with Integrated Team Members and Senior Management
• Executing sales management, including coordination of RFPs, pitches, road shows, campaigns, proposals

3. Play a leading role in the investment dialogue with clients:

• Responsibility for understanding a client's investment plan, goals and objectives to develop and implement a customized investment plan
• Advise clients on establishing an holistic asset allocation policy and overall portfolio construction
• Provide best practices on investment policy and investment governance
• Execute investment solutions in client accounts in accordance with client plans. Such solutions include: Investment Management, Separately Managed Accounts, Hedge Funds, Private Equity, Private Credit, Real Estate, among others.
• Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations

4. Additionally:

• Understands JPMorgan platform, solutions, investment philosophy
• Interacts effectively with the various internal product partners, banking teams, risk and compliance, marketing, etc.
• Provides guidance to junior staff

Required Qualifications, Capabilities and Skills

• Minimum of 15 years’ experience in OCIO or Investment Management
• Team-oriented and collaborative approach to problem solving
• Strong cross-asset class knowledge

Preferred Qualifications, Capabilities and Skills

• CFA qualification preferred