Introduction
Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a good opportunity for you to join JP Morgan as UHNW Banker covering clients from South East Asia markets, particularly Indonesia. 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 a Wealth Management, UHNW Banker, Vice President in the South East Asia team of J.P. Morgan Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
• Focus on ultra-high-net-worth (Principal Business) individuals and families, as well as institutions for our South East Asia market coverage team, particularly Indonesia. May require regular travel into coverage regions to foster relationships.
• Manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and contacts. Build portfolio of clients using resources and expertise of JPMorgan’s platforms, products, services, and networks.
• Actively involved in prospecting and acquiring new clients, cultivate prospect lists and actively convert them into clients and deepen relationships.
• Work in close partnership with investment specialist in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities.
• Maintaining client relationships, answering clients’ enquiries, day-to-day account operations, update clients regularly on markets, portfolio performance, investments opportunities, risks. Work together with other teams in meeting all compliance, operational, and due diligence requirements.
• Keep track of Clients, Assets Under Management (AUM) and Revenues using our internal systems; periodic calculation of account performance.
• Oversee private client relationships by providing strategic advice based on each client’s wealth objectives. Provide access to specialists and manage clients’ investment portfolios, and responsible for working with other team members on client sponsorship / Know Your Client.
• Oversee private client relationships by providing strategic advice based on each client’s wealth objectives. Provide access to internal specialists and manage clients’ investment portfolios, and responsible for working with other team members on client sponsorship / Know Your Client.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Required Qualifications, Skills And Capabilities
• Bachelor’s degree or equivalent in any discipline
• Minimum 7 years of professional experience in a similar Relationship Manager capacity at another Private Bank or wealth management firm, covering South East Asia market, especially Indonesia.
• 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.
• Operate with a high level of integrity and risk awareness.
• Must be a team player and able to work with different business functions across the bank.
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.
• Proficiency in Bahasa language skills is preferred as there will be interaction with clients and stakeholders from Indonesia.
• Strong knowledge of local regulatory policies and guidelines
• Strong knowledge of relevant financial markets and instruments
To apply for this position, please use the following URL:
https://ars2.equest.com/?response_id=da78113719f89238a0e89ff1020f9aa5
