Introduction:

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to join JP Morgan as UHNW Banker Lead, Executive Director for Australia Market where you will support and manage all aspects of client relationships across the team. The region remains a key center for growth, presenting significant opportunities for our partners and us to develop and broaden our businesses together. We seek a high caliber candidate to join our team.

Job Summary:

As UHNW Banker Lead, Executive Director in the Australia Market team at JP Morgan, you will operate in a player coach capacity, responsible for managing a team of bankers and prospectors, as well as acquiring new clients and managing all aspects of client relationships across the team.

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Job Responsibilities

Focus on ultra-high-net-worth individuals and families, as well as the largest Endowments and Foundations in Australia, with coverage out of Singapore.
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 JPMorgan's platforms, products, services, and networks.
Actively involved in prospecting and acquiring new clients, cultivate prospect lists and actively convert them into clients and deepen relationships.
Work in close partnership with Investors in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities.
Maintaining client relationships, answering clients' enquiries, day-to-day account operations, update clients regularly on markets, portfolio performance, investments opportunities, risks. Work together with other teams in meeting all compliance, operational, and due diligence requirements.
Ability to create differentiated events for UHNW Australian clients.
Keep track of Clients, Assets Under Management (AUM) and Revenues using our internal systems; periodic calculation of account performance.
Oversee private client relationships by providing strategic advice based on each client's wealth objectives. Provide access to specialists and manage clients' investment portfolios, and responsible for working with other team members on client sponsorship / Know Your Client.
Lead, supervise, and coach the team to maximize their individual contribution to the team.

Required Qualifications, Skills And Capabilities

Bachelor's degree or equivalent in any discipline

Minimum 15 years' experience in a similar capacity covering the Australian market, along with strong client and stakeholder management skills is required.

Understand and have working knowledge of the banking key regulatory and control environments that are relevant to the team and be able to manage the accounts accordingly.

Proven sales and client management skills, with effective communication skills (oral and written) who can positively engage and influence UHNW clients as well as internal stakeholders.

Strong organizational and prioritization skills, and must be a team player and able to work with different business functions across the bank.

Operate with a high level of integrity and risk awareness.

Preferred Qualifications, Skills And Capabilities

Appropriate local regulatory qualification and licenses preferred. However, if you do not possess an existing Representatives Notification Framework (RNF) Register in Singapore, you will be required to sit for Client Advisor Competency Standards (CACS) Paper 1 & 2, in order to get registered as a Representative with Monetary Authority of Singapore (MAS) for the private banking industry.

Strong knowledge of local regulatory policies and guidelines.

Strong knowledge of relevant financial markets and instruments.

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.

Wealth Management, UHNW Banker Lead, Australia Market, Executive Director (based in Singapore)

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