Job Description

Responsibilities:

• Provide investment advisory services and recommendations across multiple asset classes to Private Banking clients
• Service and develop clients by providing investment advice in a holistic approach (including discretionary and advisory) through a combination of technical knowledge and a structured investment approach
• Maintain investment dialogue with clients on understanding goals and objectives, developing and implementing overall investment plan
• Identify product solutions for client needs, based on view of the market
• Provide advice and investment solutions according to relevant legal and compliance requirements
• Work in close partnership with Private Bankers in providing investment expertise to existing and prospective clients, as well as in identifying new business opportunities
• Contribute to trade ideas suitable for the Bank's active client base
• Act independently within established policy guidelines and in accordance with client
• Adhere to the Bank's policies and procedures thereby protecting the business from financial and reputational risks
• Assist Investors and Practice Leader Investors to service the most complex client base
• Supervise, coach, and train junior staffs to maximize their individual contribution to the team as required
• Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies

Qualifications:

• University degree holder in any discipline, with minimum 12 years of professional experience in a similar investment advisory capacity (open to candidates with markets or asset management experience with strong investment experience)
• Strong analytical and communication skills
• Strong understanding of the needs and sensitivities of clients (private individuals and families)
• Proven track record on investment sales and / or relationship management performance and ability to engage with Southeast Asian clients
• Thorough knowledge of the full range of solutions and investment products and strong knowledge of relevant financial markets and instruments
• Able to work under minimal supervision; adaptable to work in demanding environment
• Detail-oriented and results-focused
• Strong knowledge of local regulatory policies and guidelines
• Appropriate local regulatory qualification and licenses

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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.