Job Summary:
As a Senior Client Advisor in J.P. Morgan Asset Management Private Wealth Solutions team, you are responsible for the largest distribution partners operating within the private wealth space through which our extensive range of equity, fixed income, multi-asset and alternative investment products are distributed.
There are significant growth opportunities for the private wealth segment and the Singapore business and we seek a high caliber, experienced candidate to perform this role.
Our Firm – Powered by Purpose
J.P. Morgan Asset Management (“JPMAM”) is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients.
In particular, our client advisers help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Clients now face an infinite set of portfolio building challenges, and we meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that’s best for them.
The asset management business aims to achieve our objectives through offering the best of our firm’s solutions, services, and intellectual capital. We stay firm and committed to our beliefs of unwavering business principles, the valuable partnerships we have developed and our culture.
With firm commitment to build long-standing relationships with our clients, our Private Wealth Solutions team partners closely and supports private banks and private wealth managers across APAC to address the need of private wealth clients with a range of diverse solutions. The region remains a key center for private wealth growth, presenting significant opportunities for our partners and us to develop and broaden our businesses together. We seek a high caliber, experienced candidate to join our team with the following responsibilities:
Job Responsibilities:
1. The individual will report to the APAC Head of Private Wealth Solutions, aim to provide world-class service, the highest quality of advice, and the best of JPMAM solutions and capabilities to our clients and partners, through holistic partnership and strategic engagement.
2. Operate within a dynamic APAC team in managing and growing both key regional relationships, and partner global client advisor teams to drive the firmwide relationships to grow the overall business.
3. Articulate and advise partners and clients on JPMAM market views, thought leadership, investment capabilities and solutions to deliver the firm.
4. Determine and implement client strategy to drive strategic business growth in line with location, regional and global priorities.
5. Communicate deep knowledge of private wealth industry needs internally to influence and enable JPMAM to refine and deliver the best of services tailored for the client segment.
6. Deliver commercial success, quality of service and risk-controls excellence of the overall business by working with internal business stakeholders through day-to-day responsibilities, strategic initiatives, and projects.
Required qualifications, capabilities and skills:
1. Bachelor’s degree in any discipline.
2. Minimum 10 years of experience in the financial industry, with relevant sales and/or investment product advisory experience from Asset Management firms or Financial Institutions.
3. Demonstrate strong knowledge of the Asset Management business, and well-versed in all asset classes and investment products.
4. Demonstrate a strong understanding and keen interest in financial markets.
5. Dynamic team player who is self-motivated and possesses strong interpersonal skills, showcasing the ability to proactively engage multiple stakeholders at all levels of seniority to drive our sales agenda and operate with strong sense of urgency.
6. Independent learner with logical thinking, excellent problem-solving and analytical skills.
7. Excellent written, communication and presentation skills, with the ability to explain complex matters in a concise and meaningful way.
8. Familiarity with PC Skills such as MS Office and Bloomberg.
Preferred qualifications, capabilities, and skills:
1. Alongside fluent English, proficiency in Mandarin and/or Cantonese language skills is preferred as there will be interaction with Chinese speaking clients and stakeholders.
2. Proficiency in coding and programming such as Java or C++ will be an added advantage.
3. Professional qualifications such as CFA charter holder and/or CAIA designation is preferred.
To apply for this position, please use the following URL:
https://ars2.equest.com/?response_id=f0f98bf31befcad5bcf0154fe34b1337
