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Wealth Management - Ultra High Net Worth Investor - Nordics - VP/ED

Req #: 180032660
Location: London, ENG, UK
Job Category: Asset Management
Potential Referral Amount: 3500 Pound Sterling (GBP)
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.5 trillion, over 260,000 employees and operations in over 100 countries.  It operates across four business segments including Commercial & Investment Banking, Asset Management, Corporate Banking and Consumer Banking. 
 
The Wealth Management division of JPMorgan Chase & Co. is part of the Asset Management business.  With assets under management of over $1.6 trillion, it is one of the largest asset and wealth managers in the world.  
 
With more than 160 years of experience, J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world.  The Private Bank delivers highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets.  The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning.  The business model focuses on deep client relationships through an integrated team structure with a platform of depth and breadth.
 
Our Team
The investor team manages the portfolios of Private Banking clients across a range of products (equities, fixed income, foreign exchange, derivatives, structured products, alternative investments and private equity). The investor will work with clients and prospects to deliver the bank's strategy and best investment advice.
The successful candidate will integrate in to the Investors team in to help manage the existing book and develop new business.
  • Work within a broad team of Global Investors and Bankers to manage discretionary and advisory client portfolios. 
  • Understand client's investment plan and objectives to advise on portfolio construction including overall asset allocation, tactical shifts and security selection. 
  • Market and implement investment solutions in accordance with clients' asset allocation.  Such solutions will be delivered either on a discretionary or advisory basis and will include: mutual funds, structured products, hedge funds, private equity, as well as execution of more traditional brokerage transactions such as equities, bonds, foreign exchange, etc. 
  • Grow new assets by identifying and developing new business opportunities from existing client base. 
  • Convert non active assets into assets managed with an investment management mandate or on an advisory basis. 
  • Support and participate in new marketing initiatives, alongside Bankers, to help convert prospects to clients. 
  • Deliver performance reviews to clients across traditional and non-traditional assets - JPM and third party. 
  • Cross-sell other JPMorgan services, products and solutions.
Qualifications
  • Significant relevant market experience (dealing with UHNW clients or fund management) 
  • Track record of successfully building and growing a business within the Nordic market 
  • Experience in the Nordic Ultra High Net Worth market is highly advantageous
  • Asset allocation / multi asset class portfolio or sales experience is preferable 
  • Strong knowledge of investment products with the ability to extend beyond a single product to a multi-product focus 
  • Excellent communication skills - the candidate must be articulate 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 drive and ambition with demonstrated success in dealing with a wide range of clients 
  • Superior analytical skills; strong computer skills 
  • Ability to thrive in an internal culture that points to innovation, customer service, internal partnership and entrepreneurship 
  • Team player capable of working effectively with many business partners 
  • Non-commissioned background (or willingness to move to such a structure)
  • Qualified to a minimum of RDR 4.
Languages
 
Fluent Danish, Swedish or Norwegian is mandatory
 
This role encompasses the performance of UK regulated activity. The successful candidate will therefore be subject to meeting UK regulatory requirements in the assessment of fitness, propriety, knowledge and competence (as assessed by the Firm) and (where appropriate) approval by the UK Financial Conduct Authority and/or the Prudential Regulation Authority to carry out such activities.
 
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.6 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
 
J.P. Morgan Asset & Wealth Management advises institutions, endowments, foundations and families through Asset Management and Wealth Management. Our Wealth Management business includes J.P. Morgan Private Bank, J.P. Morgan Securities and Chase Wealth Management.
 
J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.
 
Our team of specialists works seamlessly to help our clients achieve their financial goals and aspirations. We’re proud to be named ‘2017 Best Private Bank for Ultra-High-Net-Worth Clients’ by Euromoney: Egypt, France, Greece, Italy, Lebanon, Qatar, Spain, United Arab Emirates and UK.
 
JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.
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