JPMorgan Wealth Management Discretionary Advisory Product Development 

United Kingdom, England, London 

346335776

Investment management products and services are a core offering within J.P. Morgan Private Banking. We offer the full spectrum of investment strategies - from equity, cash management, fixed income, currency and asset allocation to alternative asset classes such as private equity, real estate and hedge funds. These strategies are delivered to clients in a variety of structures, including discretionary portfolios and regulated fund wrappers.

Job Responsibilities

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

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