International Private Bank, Team Lead, Investment Specialist, UK Team

As an Investment Specialist & Team Lead in our UK private banking business, you will lead the communication of market strategy and investment knowledge to sophisticated clients and investment committees in portfolio reviews and investment forums, while also consulting with clients to determine their portfolio objectives and long-term asset allocations. Our investment/product universe is the entire spectrum of WM open-architecture platform including Fixed Income, Equities, Alternatives and global multi-asset mandates.

Responsibilities

• Manage a team of 5-10 Investment Specialists based in London
• Play a leading role in the investment dialogue with clients
• Advise clients on holistic asset allocation, portfolio construction, and tactical shifts
• Execute investment solutions in client accounts in accordance with client plans (including Investment Management, Mutual Funds, Structured Products, Hedge Funds, Private Equity, Foreign Exchange, and traditional brokerage transactions)
• Generate new business and regional expansion by participating in opportunities with EMEA Integrated Team Members and Senior Management
• Perform sales management, including coordination of RFPs, pitches, road shows, campaigns, and proposals
• Understand JPMorgan platform, solutions and investment philosophy
• Interact effectively with internal product partners, banking teams, risk and compliance, marketing and other stakeholders
• Provide world-class service to clients and maintain high client satisfaction

Qualifications

• Significant relevant market experience with ultra high net-worth clients
• Prior management experience
• Proven track record of building trust with clients and managing relationships internally and externally
• Excellent communication skills – articulate verbally and in writing, able to generate trust through credible investment discussions
• Strong presentation and interpersonal skills
• Personality marked by tenacity and ambition with demonstrated success in dealing with a wide range of clients
• Superior analytical skills and strong computer skills
• Non-commissioned background (or willingness to move to such a structure)
• Asset allocation or multi-asset portfolio sales experience is favourable
• Ability to thrive in an internal culture that values innovation, customer service, partnership and entrepreneurship
• Multilingual ability

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