Job Responsibilities

Focus on ultra-high-net-worth individuals and families, as well as institutions for our Southeast Asia market coverage team. May require regular travel into coverage regions to foster relationships.

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 investment specialists in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach.

Maintaining client relationships, answering clients' enquiries, day-to-day account operations, update clients regularly on markets, portfolio performance, investments opportunities, risks.

Oversee private client relationships by providing strategic advice based on each client's wealth objectives. Provide access to internal specialists and manage clients' investment portfolios, and responsible for working with other team members on client sponsorship / Know Your Client.

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

Keep track of Clients, Assets Under Management (AUM) and Revenues using our internal systems; periodic calculation of account performance.

Required Qualifications, Skills And Capabilities

Bachelor's degree or equivalent in any discipline

Minimum 10 years of professional experience in a similar capacity with strong client management skills and UHNWI network in South East Asia.

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

Strong organizational and prioritization skills

Operate with a high level of integrity and risk awareness.

Must be a team player and able to work with different business functions across the bank.

As the role is an important contributor to the strategy of JP Morgan, comfort and experience working with and reporting to senior management is required.

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.