JPMorgan International Private Bank Investment Specialist Senior Associate 

United Kingdom, England, London 

813503450

You would quickly establish credibility internally and externally, partner with Private Bankers, Investors and Prospectors in our EMEA wealth management group and build rapport with clients as investment expert of the firm in order to promote services to endowments & foundations.

Job Responsibilities

• Plays a leading role in the investment dialogue with key UK clients
• Advise clients on holistic asset allocation and portfolio construction and tactical asset allocation shifts
• Executes investment solutions in client accounts in accordance with client plans. Such solutions include: Investment Management, Mutual Funds, Structured Products, Hedge Funds, Private Equity, Foreign Exchange, as well as execution of more traditional brokerage transactions.
• Drives new business development and regional expansion, by participating in new business opportunities with EMEA Integrated Team Members and Senior Management
• Performs Sales management, including coordination of RFPs, pitches, road shows, campaigns, proposals
• Understands JPMorgan platform, solutions, investment philosophy
• Interacts effectively with the various internal product partners, banking teams, risk and compliance, marketing, etc.

Required Qualifications, Capabilities and Skills

• Relevant market experience with UK ultra high net worth clients
• A proven track record of building trust with clients and effectively managing relationships, both externally and internally, will be vital to this role.
• Excellent communication skills – you would be articulate both 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
• Non-commissioned background (or willingness to move to such a structure)
• UK RDR qualified

Preferred Qualifications, Capabilities and Skills

• Asset allocation / multi asset class portfolio or sales experience
• Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship