Wealth Management, Uhnw Investor Lead, Southeast Asia, Managing Director (Based In Singapore)

JOB DESCRIPTION

Introduction

We are looking for exceptionally talented individual who is collaborative, confident and motivated to provide a first-class experience to UHNW clients within J.P. Morgan Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

Job Summary
As an Investor Lead in the J.P.Morgan Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.

Job Responsibilities

• Lead and monitor team’s performance against financial and other targets
• Work closely with Market Manager(s) to develop market growth strategy and to solidify the team structure
• Be the lead Investor on a portfolio of key client relationships for the Southeast Asia 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
• May require regular travel into coverage regions to foster relationships

Required Qualifications, Skills And Capabilities:

• 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. 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.
• Good knowledge of local regulatory policies and guidelines

ABOUT US

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.


ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.