Wealth Management APAC Multi-Asset Specialist Vice President
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Join our dynamic APAC Multi-Asset Specialist Team and help deliver comprehensive Multi-Asset and Equity managed solutions. Collaborate closely with client advisors to recommend tailored strategies that reflect clients unique preferences. Be part of a global innovative team with colleagues in New York London Singapore and Hong Kong.
As an APAC Multi-Asset Specialist within the Wealth Management Multi-Asset Specialist Team you will provide expert advisory on holistic portfolio construction. You will leverage your product-agnostic approach to recommend strategies that align with clients objectives and preferences. You will work collaboratively in a global environment driving innovation and supporting advisors across the region.
Job Responsibilities:
- Advise on constructing holistic portfolios reflecting clients objectives and preferences
- Apply strong knowledge of portfolio construction principles to ensure outcome-oriented recommendations
- Serve as subject matter expert articulating macroeconomic views and strategy for Asia Private Bank
- Develop and maintain deep expertise in JPMorgans multi-asset solutions
- Deliver compelling investment advice to Advisors via calls presentations and written materials
- Design scalable content for presentations emails and communication channels
- Collaborate across markets to drive and retain investment flows
- Analyze market trends to inform strategic priorities
- Provide direct advisory support for Advisors during prospecting and client review processes
- Champion new strategies and identify opportunities for enhancements in marketing technology and finance
- Communicate effectively with diverse audiences including large group settings
Required Qualifications Capabilities and Skills:
- Demonstrate minimum 8 years of relevant experience in direct investing client portfolio management or as an investment specialist at an Asset Management firm Wealth Manager Investment Bank or Institutional Investor (e.g. Sovereign Wealth Fund Endowment).
- Exceptional communication presentation and public speaking skills with the ability to clearly and passionately articulate investment views and recommendations to diverse audiences including large group settings.
- Strategic thinker with the ability to scale communication effectively across various mediums (live presentations written materials recorded video) to a broad advisor and client base.
- Strong technical knowledge of global financial markets with the ability to engage in robust dialogue with Portfolio Managers.
- Experience with managed accounts across multi-asset equities and fixed income including both active and passive strategies.
- Demonstrated aptitude for sales and client relationship management particularly with Client Advisors.
- Excellent multi-tasking and organizational skills with the ability to prioritize and maintain attention to detail.
- Positive attitude and proactive communication style.
- Proficiency in Mandarin is required.
Preferred Qualifications Capabilities and Skills:
- Hold an MBA and/or CFA certification
Required Experience:
Exec
Key Skills
- Change Management
- Financial Services
- Growing Experience
- Managed Care
- Management Experience
- Analysis Skills
- Senior Leadership
- Performance Management
- Process Management
- Leadership Experience
- negotiation
- Analytics
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
