Job Summary
As an Investment Specialist & Team Lead in our UK private banking business, you will lead in communicating market strategy and investment knowledge to sophisticated clients and investment committees during portfolio reviews and investment forums, and consult with clients to determine their portfolio objectives and long‑term asset allocations. Our investment/product universe includes Fixed Income, Equities, Alternatives and global multi‑asset mandates.
Job Responsibilities
- Managing a team of 5‑10 Investment Specialists based in London
- Playing a leading role in the investment dialogue with clients
- Advising clients on holistic asset allocation, portfolio construction and tactical allocation shifts
- Executing 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
- Generating new business and regional expansion by participating in opportunities with the EMEA Integrated Team and Senior Management
- Performing sales management, including coordination of RFPs, pitches, road shows and proposals
- Understanding JPMorgan platform, solutions and investment philosophy
- Interacting effectively with internal product partners, banking teams, risk and compliance, marketing and other stakeholders
Required Qualifications, Capabilities and Skills
- Significant relevant market experience with ultra high net worth clients
- Prior management experience
- A proven track record of building trust with clients and managing relationships internally and externally
- Excellent communication skills—articulate verbally and on paper, able to generate trust through credible discussion on investment matters
- 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
Preferred Qualifications, Capabilities and Skills
- Asset allocation / multi‑asset class portfolio or sales experience is favourable
- Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship
- Multilingual
We recognise 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. We do not discriminate on the basis of any protected attribute, including race, religion, colour, 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.
#J-18808-Ljbffr…