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Type of Role: Investments

Experience Level: VP/Principal/Director

Location: London, United Kingdom

Salary: £118K - £193K

J.P. Morgan Asset Management is the world’s third-largest alternatives manager, with a 40-year history of delivering innovative alternative solutions across market cycles. Our alternative investment engines are managed by highly specialized independent teams, backed by the global reach, vast resources and robust governance of J.P. Morgan Asset Management. Our alternative strategies are designed to achieve specific client outcomes and built to deliver uncorrelated returns to traditional asset classes. Customized alternative portfolios can be tailored to individual client needs. We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure, transportation, liquid alternatives and hedge funds.

JOB DESCRIPTION

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.

As a Client Advisor in the International Private Bank, you will lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution.

You are a self-starter with a proven track record of success, a skilled problem solver who offer specialized advice to clients and someone who manages/maintains relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.

Job responsibilities

  • Drive business results. primarily through new client acquisition
  • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
  • Partner with internal specialists to provide interdisciplinary expertise to clients when needed
  • Understand client’s goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needs
  • Ensure that proposed solutions fulfil clients’ needs and objectives in the short, medium and long term through a holistic goals based planning approach
  • Strictly adhere to all risk and control policies, regulatory guidelines and security measure
  • Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal

Required qualifications, capabilities and skills

  • Significant experience in Private Banking working with Northern England based high net worth individuals, family owned businesses and entrepreneurs, executives, single family offices and endowments, or related fields within financial services
  • Strong reputation with an established network within the North England private client sector
  • Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively
  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
  • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
  • Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities

Preferred Qualifications, Capabilities and Skill

  • Asset allocation / multi asset class portfolio or sales experience is favourable
  • Chartered Financial Analyst (CFA) or Chartered Asset Allocator (CAA) is a plus
  • Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship
  • Fluency in other languages outside of English is advantageous