Wealth Management, Single Coverage Client Advisor, Southeast Asia Market, Vice President, Singapore
Singapore, Singapore
Job Description
b'
The Single Coverage team is a key member of our wealth management front office team and works closely and directly with clients to meet their investment goals and objectives. The role is a hybrid between the current banker and the investment specialist role in the Private Bank in Asia.
Responsibilities
- Support and manage all aspects of client relationships across the team; develop and maintain long-term relationships through professional/personal networks and contacts
- Operate in both banker and investor capacity, and handle/coordinate with various teams on both overall account inquiries/maintenance as well as on investment-related aspects
- Articulate and deliver strategic messages to their portfolio, prepare presentations and proposals, and take both solicited and unsolicited orders in all asset classes
- Update clients regularly on markets, portfolio performance, investments opportunities, risks
- Partner with the client including (but not limited to) updating KYC information, client suitability profile, hosting client meetings, monitoring funds/asset transfer and handling client ad-hoc queries.
- Collaborate with the other integrated team members to provide a high quality of client service
- Keeping track of Clients, AUMs and Revenues using our internal systems; periodic calculation of account performance
- Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies
Qualifications
- Bachelor degree or equivalent is required
- Minimum 7 years\' experience of wealth management experience along with strong client and stakeholder management skills
- Experience in a wealth management firm is strongly preferred, having dealt directly with clients in an investment advisory and relationship manager capacity
- Ideally understand and have a working knowledge of the private banking key regulatory and control environments that are relevant to the team and be able to manage the accounts accordingly.
- 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 JPM, comfort and experience working with and reporting to senior management is required.
- Appropriate local regulatory qualification and licenses
- Alongside fluent English, knowledge of other regional languages such Thai language skills would be a plus, as the job holder is required to support clients in Thailand
Beware of fraud agents! do not pay money to get a job
MNCJobz.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.
Related Jobs
Job Detail
-
Job IdJD1295129
-
IndustryNot mentioned
-
Total Positions1
-
Job Type:Full Time
-
Salary:Not mentioned
-
Employment StatusPermanent
-
Job LocationSingapore, Singapore
-
EducationNot mentioned