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Wealth Management - ED – Senior Investor - EFG

Req #: 170046222
Location: London, ENG, UK
Job Category: Asset Management
Potential Referral Amount: 3500 Pound Sterling (GBP)
J.P. Morgan is a global leader in asset and wealth management services. We serve four distinct client groups through two businesses: institutional and retail clients through J.P. Morgan Asset Management as well as high and ultra high net worth clients through the Private Bank.  With assets under supervision of $2.2 trillion and assets under management of $1.8 trillion, we are one of the largest asset and wealth managers in the world.
 
The J.P. Morgan Endowments & Foundations Group ("EFG") is a dedicated team of investment specialists leveraging the firm's global resources to provide customized solutions and advice for endowments, private and public foundations, and not-for-profits on their investment needs. 
 
EFG offers clients a broad spectrum of investment-related services that can be applied together or individually to accommodate an organization's existing capabilities.  Areas of specialization include: Customized asset allocation; Portfolio construction advice and execution; Manager Selection and due diligence; and Liquidity management and Investment Policy Statement guidelines and assistance. 
 
The Endowments and Foundations Group within the private bank focuses exclusively on meeting the investment needs of not-for-profit organizations ranging from $25mm - $500mm in assets globally. Additionally, it provides institutional discretionary management to large principal families and family offices.
 
The Investor will communicate market strategy and investment knowledge to clients and investment committees in portfolio reviews and investment forums.  The Investor will consult with clients to determine their portfolio objectives and long term asset allocations. The investment/product universe is the entire spectrum of WM open architecture platform including Fixed Income, Equities, Alternatives and global Multi-Asset mandates.
  
The job requires the ability to establish credibility internally and externally, partner with bankers, investors and prospectors in our EMEA wealth management group and build rapport with clients as investment expert of the firm in order to promote services to endowments & foundations. A high level of professionalism and diligence in meeting client expectations will be essential to increasing the quantity and quality of effective client relationships. 
   
Primary Functions:
 
  1. Plays a leading role in the investment dialogue with clients:
    • Understand client's investment plan, goals and objectives to develop and implement investment plan
    • 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.
    • Conducts investment reviews with clients to validate the clients' current investment objectives and prepare recommendations
       
  2. Drives new business development 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, campaigns,  proposals
    • Interacts with clients and prospects, understanding their issues, motivations and factors that are key for success
           
  3. Additionally:
  • Understands JPMorgan platform, solutions, investment philosophy
  • Interacts effectively with the various internal product partners, banking teams, risk and compliance, marketing, etc.
  • Provide guidance to junior staff
The successful candidate will have the following attributes:
 
  • Minimum of 7 years experience in Wealth Management or Investment Management
  • Fluent in English. Additional languages also desirable: Spanish, French
  • Strong knowledge of asset classes (fixed income, equities, and alternatives).
  • FCA approved person status (or in the process of receiving)

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.4 trillion, over 200,000 employees and operations in over 60 countries.  It operates across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services.

The Wealth Management division of JPMorgan Chase & Co. is part of the Asset & Wealth Management business segment.  It has offered for over 160 years customised solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world.  With assets under management of $1.25 trillion, it is one of the largest asset and wealth managers in the world. 

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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