Apply Now    

Wealth Management, NRI Banker, Executive Director

Req #: 170020860
Location: Singapore, 01, SG
Job Category: Asset Management
Potential Referral Amount: 8000 Singapore Dollar (SGD)
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. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm.
 
Private Banking is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth.
 
Job Responsibilities:
  • Focus on high-net-worth and ultra-high-net-worth individuals and families

  • 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 JP Morgan’s platforms, products, services, and networks

  • Actively involve in prospecting and acquiring new clients, cultivate prospect lists and actively convert them into clients and deepen relationships

  • Understand each client’s wealth objects and investment requirements

  • Work in close partnership with Investors in proposing, delivering, and executing solutions for clients; as well as in indentifying new business opportunities

  • Maintaining client relationships, answering clients’ enquiries, day-to-day account operations

  • Update clients regularly on markets, portfolio performance, investments opportunities, risks

  • May require regular travel into coverage regions to foster relationships

  • Work with junior team members in preparing presentations and proposals, and send out various promotion items to clients on request

  • Keep track of Clients, AUMs and Revenues using our internal systems; periodic calculation of account performance

  • Work together with other teams in meeting all compliance, operational, and due diligence requirements

  • Oversee private client relationships by providing strategic advice based on each client’s wealth objectives. Provide access to specialists and manage clients’ investment portfolios

  • Responsible for working with other team members on client sponsorship / Know Your Client

  • Supervise, coach, and train junior staffs to maximize their individual contribution to the team as required

  • University degree holder and / or with 10+ years of professional experience in a similar capacity
  • Fluency in English required; Hindi and any other regional languages and dialects is a plus
  • Strong presentation skills, an excellent communicator with client facing experience and existing HNW/UHNW client relationships in  the Non Resident Indian community, preferably residing in Southeast Asia
  • Strong understanding of the needs and sensitivities of clients (private individuals and families)
  • Proven track record on investment sales and / or relationship management performance
  • Able to work under minimal supervision; adaptable to work in demanding environment
  • Detail-oriented and results-focused
  • Strong knowledge of local regulatory policies and guidelines
  • Strong knowledge of relevant financial markets and instruments
  • Appropriate local regulatory qualification
Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Things to note

Sign in to our application system to continue your job search or update your profile.

Current employees sign in here. Contractors sign in here.

Any information you provide is confidential and will only be viewed by our recruiters in an effort to fill open positions. In addition, the information you provide is subject to our privacy policy practices.

Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.

The firm invites all interested and qualified candidates to apply for employment opportunities.

Need disability related assistance?

If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please click here.

Important links

Click here to view the "EEO is the Law" poster.

Click here to view the "EEO is the Law" supplemental poster.

Click here to view our U.S. Pay Transparency Policy.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.