Job Description

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to join JP Morgan as UHNW Investment Specialist, Associate for SEA market where you are responsible for strengthening existing client relationships through holistic advice across a range of investment solutions. The region remains a key center for growth, presenting significant opportunities for our partners and us to develop and broaden our businesses together. We seek a high caliber candidate to join our team.

As an UHNW Investor, you are responsible for direct client coverage working with our Banker and Solutions teams to deliver exceptional advice and service via the investment platform of JPMorgan Private Bank.

Job Responsibilities:

1. Work within a broad team of Global Investors and Bankers to manage discretionary and advisory client portfolios.

2. Advise on portfolio construction including overall asset allocation, tactical shifts and security selections.

3. Market and implement investment solutions in accordance with clients' asset allocation. Such solutions will be delivered either on a discretionary or advisory basis and will include: mutual funds, structured products, hedge funds, private equity, as well as execution of more traditional brokerage transactions such as equities, bonds, foreign exchange, etc.

4. Grow new assets by identifying and developing new business opportunities from existing client base.

5. Support and participate in new marketing initiatives, alongside Bankers, to help convert prospects to clients.

6. Deliver performance reviews to clients across traditional and non-traditional assets - JPM and third party.

7. Demonstrate a track record of fiduciary client management, including a strong awareness of the risk and control framework within the SEA private banking industry.

Required Qualifications, Skills And Capabilities:

1. Bachelor’s degree or equivalent in any discipline.

2. Minimum 4 years’ experience in a similar investment advisory at a Private bank covering UHNW clients, and wealth management and strong stakeholder management experience, is required.

3. Understand and have working knowledge of the private banking key regulatory and control environments that are relevant to the team and be able to manage the accounts accordingly.

4. Proven client management and effective communication skills (oral and written) to positively engage and influence clients and stakeholders.

5. Strong organizational and prioritization skills, and must be a team player and able to work with different business functions across the bank.

6. Operate with a high level of integrity and risk awareness.

7. As the role is an important contributor to the strategy of JP Morgan, comfort and experience working with and reporting to senior management is required.

8. Candidates must have a willingness to travel.

Preferred Qualifications, Skills And Capabilities:

1. Masters and/or CFA qualification preferred.

2. Capital markets or institutional brokerage experience.

3. Strong marketing skills with the ability to translate complex ideas into simple, practical forms.

4. Strong knowledge of local regulatory policies and guidelines.

5. Proficiency in Bahasa Indonesia is preferred as there will be frequent interactions with clients and stakeholders from Indonesia.

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.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.