This is an exciting opportunity for you to join a dynamic, diverse team within the UK market of J.P Morgan’s EMEA Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set 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.
Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our integrated and diverse platform, we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and complexities they face in the ever-evolving financial services space.
Responsibilities:
- Accountable for the enhancement of the client experience and assisting our resources to deliver a complete wealth management solution to high net worth clients
- Provide leverage to the Investment Specialists on daily client priorities, including trade execution and supporting the coordination of sales effort with Investment Specialists
- Support Investment Specialists throughout the sales process and with ongoing client management. Communicate directly with clients to provide investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products
- Develop an understanding and assist in the sale of investments, asset allocation, managed portfolios, brokerage accounts, portfolio reviews, loan solutions, basic trust and estate products and identification of wealth planning opportunities
- Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
Qualifications
- Highly motivated professional with a deep passion and interest in the financial markets and a strong desire to have a long-term career in private banking and be responsible for high net worth portfolio management
- Understanding of financial markets and ability to communicate investment concepts and comment on market conditions and investment strategy
- Coachable professional with good "business sense" and an energetic/dynamic personality
- Ability to work both independently and as a member of a team
- Assertive with strong interpersonal, communication and analytical skills
- Strong quantitative and technical skills
- Ability to multi-task and manage priorities effectively
- Ability to adapt to a rapidly changing business and technology environment
- Exceptional problem-solving skills
- Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet, along with ability to learn proprietary software and databases
Requirements
- Experience in financial services, preferably in private banking and/or wealth management with client facing experience
- Bachelor’s degree required , MBA strongly preferred (or equivalent)
- Demonstrable portfolio management capabilities
- UK qualified
