Join the global leader in financial services, JPMorgan Chase & Co., with operations in over 60 countries and assets exceeding $2.7 trillion. We're seeking team members for our Asset & Wealth Management division, providing investment management across all major asset classes to a diverse client base. As part of our team, you'll deliver advice, solutions, and services across investments, wealth planning, credit, and banking, helping clients build, preserve, and manage their wealth over time.
As a Wealth Management Investor for Italian Clients within our EMEA wealth management group, you will be responsible for communicating market strategy and investment knowledge to clients and investment committees. Your role will involve understanding client portfolio objectives and long-term asset allocations. You will have the opportunity to use our comprehensive Wealth Management open architecture platform, which includes Fixed Income, Equities, Alternatives, and global Multi-Asset mandates. Your role will require you to establish credibility both internally and externally, and work closely with our team to build strong client relationships. Your professionalism and dedication to meeting client expectations will play a key role in enhancing our client relationships.
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Job Responsibilities:
- Plays a role in the investment dialogue with clients that are managed by the Italian team
- 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
- Drives new business development and regional expansion by:
- Participates 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
- 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:
- Relevant market experience working in the Italian market, dealing with UHNW clients
- Asset allocation / multi asset class or sales experience
- 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
- Fluency in Italian and English
- This role would require possible relocation to Italy or Luxembourg
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.