Job Summary
The Investor will be an integrated part of the team that focuses primarily on UHNW clients, existing and prospective, where the Investor will help manage the existing book and develop new business, working closely with senior Investors in the team.
Job Responsibilities
• Work within a broad team of Global Investors and Bankers to manage discretionary and advisory client portfolios
• Understand client's investment plan and objectives
• Advise on portfolio construction including overall asset allocation, tactical shifts and security selections
• Market and implement investment solutions in accordance with clients' asset allocation. Such solutions will be delivered either on a discretionary or advisory basis and will include: mutual funds, structured products, hedge funds, private equity, as well as execution of more traditional brokerage transactions such as equities, bonds, foreign exchange, etc.
• Grow new assets by identifying and developing new business opportunities from existing client base
• Support and participate in new marketing initiatives, alongside Bankers, to help convert prospects to clients
• Deliver performance reviews to clients across traditional and non-traditional assets - JPM and third party
• Cross-sell other JPMorgan services, products and solutions
• A certain amount of travelling and client visits will be required
Required Qualifications, Capabilities, and Skills
• 8+ years of market experience (advising clients on financial markets and financial instruments)
• Superior marketing skills with the ability to translate complex ideas into simple, practical forms
• Strong knowledge of investment products with the ability to extend beyond a single product to a multi-product focus
• Personality marked by drive and ambition with demonstrated success in dealing with a wide range of clients
• Communication style that will enhance credibility and create trust with clients; strong presentation and computer skills, superior analytical 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
• Capital markets or institutional brokerage experience
• Strong knowledge of local regulatory policies and guidelines; appropriate local regulatory qualifications and licenses
• Fluency in French and English is required
About UsJ.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.
Skills Required
- 8+ years of market experience advising clients on financial markets and instruments
- Fluency in French and English
- Strong knowledge of investment products across multi-product solutions (mutual funds, structured products, hedge funds, private equity, equities, bonds, FX)
- Capital markets or institutional brokerage experience
- Strong presentation, communication, analytical and computer skills
- Superior marketing skills with ability to translate complex ideas into simple forms
- Ability to grow new assets and develop business from existing clients
- Team player able to work effectively with multiple business partners
- Knowledge of local regulatory policies and possession of appropriate local regulatory qualifications/licenses
- Willingness to travel and conduct client visits
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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