JPMorgan Wealth Management UHNW Banker Southeast Asia Market Executive Director 

Singapore, Singapore 

762538081

Job Summary

As a Wealth Management, UHNW Banker in the Southeast Asia Market team, you will focus on ultra-high-net-worth team members and families, as well as institutions. You will manage all aspects of client relationships, develop and maintain long-term relationships, and actively prospect and acquire new clients. You will work closely with other team members to deliver solutions for clients and identify new business opportunities. This role provides an opportunity to build a portfolio of clients using the resources and expertise of JPMorgan™'s platforms, products, services, and networks.

Job Responsibilities

• Focus on ultra-high-net-worth (Principal Business) individuals and families, as well as institutions for our Southeast Asia market coverage team. May require regular travel into coverage regions to foster relationships.
• Manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and contacts. Build portfolio of clients using resources and expertise of JPMorgan’s platforms, products, services, and networks.
• Actively involved in prospecting and acquiring new clients, cultivate prospect lists and actively convert them into clients and deepen relationships.
• Work in close partnership with Investors in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities.
• Maintaining client relationships, answering clients’ enquiries, day-to-day account operations, update clients regularly on markets, portfolio performance, investments opportunities, risks. Work together with other teams in meeting all compliance, operational, and due diligence requirements.
• Keep track of Clients, Assets Under Management (AUM) and Revenues using our internal systems; periodic calculation of account performance.
• Oversee private client relationships by providing strategic advice based on each client’s wealth objectives. Provide access to specialists and manage clients’ investment portfolios, and responsible for working with other team members on client sponsorship / Know Your Client.

Required Qualifications, Skills and Capabilities

• University bachelor degree holder in any discipline.
• Minimum 10 years of professional experience in a similar Relationship Manager capacity at another Private Bank or wealth management firm, covering the Southeast Asia market. Alternatively, you may come from a different industry but have a good network of UHNW clients and demonstrated a good track record in business development, sales management and relationship management.
• Strong presentation skills, an excellent communicator with client facing experience and existing UHNW client relationships in Southeast Asia.
• Strong understanding of the needs and sensitivities of clients (private individuals and families).
• Proven track record on investment sales and / or relationship management performance.
• Detail-oriented and results-focused.

Preferred Qualifications, Skills and Capabilities

• Appropriate local regulatory qualification and licenses preferred. However, if you do not possess an existing Representatives Notification Framework (RNF) Register in Singapore, you will be required to sit for Client Advisor Competency Standards (CACS) Paper 1 & 2, in order to get registered as a Representative with Monetary Authority of Singapore (MAS) for the private banking industry.
• Knowledge of regional languages such as Mandarin or Bahasa is a plus given the Southeast Asia team has coverage across Singapore, Indonesia and/or Malaysia markets
• Strong knowledge of local regulatory policies and guidelines
• Strong knowledge of relevant financial markets and instruments