International Private Bank, Investment Specialist, Vice President, UK Team
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Job Location:
Monthly Salary:
Posted on:
12 hours ago
Vacancies:
1 Vacancy
Job Summary
For those with an entrepreneurial spirit a tenacity to succeed and a passion for delivering world class service to our clients this role is an exciting opportunity to further build your career. We are actively looking for exceptionally talented individuals who are collaborative confident and motivated to provide a first-class experience to clients.
Job Summary:
As an Investment Specialist in our UK private banking business you wouldlead in communicating market strategy and investment knowledge to sophisticated clients and investment committees in portfolio reviews and investment forums while also consulting with clients to determine their portfolio objectives and long term asset allocations. Our investment/product universe is the entire spectrum of WM open architecture platform including Fixed Income Equities Alternatives and global multi-asset mandates.
You would quickly establish credibility internally and externally partner with Private Bankers Investors Lending Advisors Wealth Advisors and Philanthropists within our UK private banking business and build rapport with clients as investment expert of the firm in order to promote services to endowments & foundations.
Job Responsibilities:
- Plays a leading role in the investment dialogue with clients
- Advise clients on holistic asset allocation and portfolio construction and tactical asset allocation shifts
- Executes investment solutions in client accounts in accordance with client plans. Such solutions include: Investment Management Mutual Funds Structured Products Hedge Funds Private Equity Foreign Exchange as well as execution of more traditional brokerage transactions.
- Generates new business and regional expansion by participating in new business opportunities with EMEA Integrated Team Members and Senior Management
- Performs Sales management including coordination of RFPs pitches road shows campaignsproposals
- Understands JPMorgan platform solutions investment philosophy
- Interacts effectively with the various internal product partners banking teams risk and compliance marketing etc.
Required Qualifications Capabilities and Skills:
- Significant relevant market experience with ultra high net worth clients
- A proven track record of building trust with clients and effectively managing relationships both externally and internally will be vital to this role.
- Excellent communication skills you would be articulate both verbally and on paper and able to generate trust with clients through a credible discussion on investment matters
- Strong presentation and interpersonal skills
- Personality marked by tenacity and ambition with demonstrated success in dealing with a wide range of clients
- Superior analytical skills; strong computer skills
- Non-commissioned background (or willingness to move to such a structure)
- Fluent Arabic speaker
Preferred Qualifications Capabilities and Skills:
- Asset allocation / multi asset class portfolio or sales experience is favourable
- Ability to thrive in an internal culture that values innovation customer service internal partnership and entrepreneurship
- Multi lingual
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
