57 jobs for "Internal Wealth Specialist"

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 Banker, Executive Director for China market where you will support and manage all aspects of client relationships across the team. 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.

Job Summary:
As an UHNW Banker, Executive Director in the China market team at JP Morgan, you will be responsible for supporting and managing all aspects of client relationships across the team, including understanding clients' wealth objectives and investment requirements, and collaborate with other Specialists to provide high-quality client service and ensure compliance with all regulatory and internal policies.

Job Responsibilities:

Support and manage all aspects of client relationships across the team, and develop and maintain long-term relationships through professional or personal networks and contacts.

Build portfolio of clients using resources and expertise of JPMorgan's platforms, products, services, and networks, and actively involved in prospecting and acquiring new clients, cultivate prospect lists and actively convert them into clients and deepen relationships.

Manage and coordinate with various teams to address overall account inquiries and maintenance, as well as investment-related aspects.

Articulate and deliver strategic messages to their portfolio, prepare presentations and proposals, and take both solicited and unsolicited orders in all asset classes. Update clients regularly on markets, portfolio performance, investments opportunities, risks.

Partner with the clients including (but not limited to) updating Know Your Client (KYC) information, client suitability profile, hosting client meetings, monitoring funds/asset transfer and handling client ad-hoc queries.

Collaborate with the other integrated team members to provide a high quality of client service.

Keeping track of Clients, Assets Under Management (AUM) and Revenues using our internal systems; periodic calculation of account performance.

Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies.

Required Qualifications, Skills And Capabilities:

Bachelor's degree or equivalent in any discipline

Minimum 10 years' experience in wealth management space, along with strong client and stakeholder management skills is required.

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.

Proven client management skills and effective communication skills (oral and written) who can positively engage and influence clients as well as internal stakeholders.

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

Operate with a high level of integrity and risk awareness.

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.

Proficiency in Business Mandarin is essential, as there will be interaction with Chinese speaking clients from China.

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.

Strong knowledge of local regulatory policies and guidelines.

Strong knowledge of relevant financial markets and instruments.

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.

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.

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.

About JPMorgan Chase

We know our people are our strongest asset. You will never stop learning here, and we will learn with, invest in and support you along the way.

Size: 10,000+ employees
Industry: Financial Services

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