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Wealth Management, Single Coverage- Client Advisor
2 weeks ago
**JOB DESCRIPTION** Job** **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
**Required Qualifications, Skills and Capabilities**
- Minimum 7 years’ experience of wealth management experience along with strong client and stakeholder management skills
- Bachelor degree or equivalent is required
- 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
- Knowledge of other regional languages is a plus for Southeast Asia client coverage
**ABOUT US**
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.
**ABOUT THE TEAM**
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
