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 work in the Private Wealth Solutions team to partner closely and support private banks and private wealth managers across APAC. 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 a Senior Client Advisor, you are required to manage key distribution partners and promoting a diverse range of investment products in the private wealth sector.
Job Responsibilities:
1. Report to the APAC Head of Private Wealth Solutions, and 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 7 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. 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=2a153eccec96becd5bd3d7ef84f20718
