A core part of the role will be serving as the dedicated OCIO portfolio manager for clients in Asia. Responsibilities will include providing local family office and nonprofit clients with consultative, objective advice, along with highly customized investment solutions, to help them achieve their long-term return objectives. You will deliver the complete OCIO platform, including an open architecture manager platform and world-class alternatives access. You will also communicate market strategy and portfolio positioning on a regular basis to clients, including Principals, Family Office staff, Boards and Investment Committees. You are expected to have extensive experience working with institutional clients in Asia. You will display a high level of professionalism and diligence in meeting client expectations.

Job Responsibilities

Establish a long-term strategy for OCIO in Asia

• Establish a regular cadence of business reviews with senior leadership to maximize engagement and establish shared priorities
• Responsible for engaging with senior leadership to establish a long-term growth plan

2. Drive new business development and regional expansion by:

• Engage with Advisors to articulate OCIO's value proposition and educate them on the opportunity set
• Drive new business through client events, campaigns and roadshows
• Participate in new business opportunities with Integrated Team Members and Senior Management
• Execute sales management, including coordination of RFPs, pitches, road shows, campaigns, proposals

3. Play a leading role in the investment dialogue with clients:

• Responsible for understanding a client's investment plan, goals and objectives to develop and implement a customized investment plan
• Advise clients on establishing an holistic asset allocation policy and overall portfolio construction
• Provide best practices on investment policy and investment governance
• Execute investment solutions in client accounts in accordance with client plans. Such solutions include: Investment Management, Separately Managed Accounts, Hedge Funds, Private Equity, Private Credit, Real Estate, among others.
• Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations

4. Additionally:

• Understand JPMorgan platform, solutions, investment philosophy
• Interact effectively with the various internal product partners, banking teams, risk and compliance, marketing, etc.
• Provide guidance to junior staff

Required Qualifications, Capabilities and Skills

• Minimum of 15 years' experience in OCIO or Investment Management
• Team-oriented and collaborative approach to problem solving
• Strong cross-asset class knowledge

Preferred Qualifications, Capabilities and Skills

• CFA qualification preferred

J.P. Morgan Wealth Management Solutions comprises a workforce of more than 1300 professionals spanning across 20 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.

ABOUT US

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.