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Wealth Management, Ultra High Net Worth Banker
2 weeks ago
**JOB DESCRIPTION** Introduction**
Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? We are looking for exceptionally talented individual who is collaborative, confident and motivated to provide a first-class experience to UHNW clients within J.P. Morgan Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
**Job Summary**
As a Private Banker in the Southeast Asia team of J.P. Morgan Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
**Responsibilities**:
- Focus on ultra-high-net-worth individuals and families, as well as institutions for our Southeast Asia market coverage team. May require regular travel into coverage regions to foster relationships.
- Manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and contacts. Build portfolio of clients using resources and expertise of JPMorgan’s platforms, products, services, and networks.
- Actively involved in prospecting and acquiring new clients, cultivate prospect lists and actively convert them into clients and deepen relationships.
- Work in close partnership with investment specialists in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach.
- Maintaining client relationships, answering clients’ enquiries, day-to-day account operations, update clients regularly on markets, portfolio performance, investments opportunities, risks.
- Oversee private client relationships by providing strategic advice based on each client’s wealth objectives. Provide access to internal specialists and manage clients’ investment portfolios, and responsible for working with other team members on client sponsorship / Know Your Client.
- Work together with other teams in meeting all compliance, operational, and due diligence requirements.
- Keep track of Clients, Assets Under Management (AUM) and Revenues using our internal systems; periodic calculation of account performance.
**Required Qualifications, Skills And Capabilities**
- Bachelor’s degree or equivalent in any discipline
- Minimum 10 years of professional experience in a similar Relationship Manager capacity at another Private Bank or wealth management firm, covering the Southeast Asia market with extensive coverage in Indonesia.
- Understand and have 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 JP Morgan, comfort and experience working with and reporting to senior management is required.
**Preferred Qualifications, Skills And Capabilities**
- Appropriate local regulatory qualification and licenses preferred. However, if you do not possess an existing Representatives Notification Framework (RNF) Register in Singapore, you will be required to sit for Client Advisor Competency Standards (CACS) Paper 1 & 2, in order to get registered as a Representative with Monetary Authority of Singapore (MAS) for the private banking industry.
- Strong knowledge of local regulatory policies and guidelines
- Strong knowledge of relevant financial markets and instruments
**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
