Wealth Management, Investment Strategist, Associate, Sea Market, Singapore

3 days ago

Singapore JPMorganChase Full time

**Job Summary**

As an Investment Strategist, Associate on the team, you will work with Strategists, Economists, and Asset Class Specialists to perform analysis, conduct research, and write reports that develop and communicate J.P. Morgan Private Bank’s key investment views. The Associate will assist senior Strategists with research and analysis to develop core macroeconomic views, investment ideas, and asset allocation strategies. This role will primarily support across asset classes on idea generation, data analysis and content publication with an eventual plan to develop specialized expertise.

**Responsibilities**:

- Formulate and communicate market and economic views to clients, the media, and internal constituents on behalf of the global J.P. Morgan Private Bank with the ultimate goal of helping clients make better, more informed investment decisions. This role is based in Singapore with a focus on the SEA market, and specifically Indonesia.
- Position J.P. Morgan Private Bank as the leading provider of capital markets & economic insight.
- Assist J.P. Morgan’s advisors to prospect and build stronger relationships with existing clients, and uncover opportunities with clients through an active, ongoing dialogue with them about the economy, geopolitics, and capital markets.
- Conduct research and analysis on economic and financial market developments and generate investment recommendations.
- Present economic and market analysis, and investment recommendations, to both internal stakeholders and external clients.

**Required qualifications, capabilities and skills**
- Bachelor’s degree in any discipline.
- Minimum 5 years of experience in the financial industry, with relevant sales and/or investment advisory experience from Private Wealth Management firms or other relevant Financial Institutions, with proven track record in managing UHNW clients.
- Strong knowledge of the Wealth Management business, well versed across all asset classes, and deep understanding on Compliance, Risk and Regulatory frameworks.
- Experience in managing relationships with both clients and internal partners across multiple countries and regions to drive our sales agenda.
- Dynamic team player who is self-motivated and possesses strong communication and interpersonal skills, showcasing the ability to proactively engage multiple stakeholders at all levels of seniority to drive our sales agenda and operate with strong sense of urgency.
- Proficiency in Bahasa Indonesia is required as there will be frequent interactions with clients and stakeholders from Indonesia.

**Preferred Qualifications, Skills And Capabilities**
- Appropriate local regulatory qualification and licenses preferred.
- 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.
- This is in order to gest registered as a Representative with Monetary Authority of Singapore (MAS) for the private banking industry.
- Strong proficiency in coding and programming such as macro, VBA, Python skills is preferred.
- Experience with data providers Bloomberg, Haver, FactSet, and Wind is preferred.

  • Associate/avp, Quantitative Strategist, Economics

    2 weeks ago

    Singapore GIC Investment Full time

    **Location**:Singapore, SG **Job Function**:Economics & Investment Strategy **Job Type**:Permanent **Req ID**:16444 - GIC is one of the world’s largest sovereign wealth funds. With over 2,000 employees across 11 offices around the world, we invest in more than 40 countries globally across asset classes and businesses. Working at GIC gives you exposure...

  • Market Strategist

    3 hours ago

    Singapore AIA INVESTMENT MANAGEMENT PRIVATE LIMITED Full time

    Join us as Market Strategist at AIA Investment Management!The Market Strategist will be an integral member of the multi-asset Portfolio Solutions team, responsible to provide tactical asset allocation advisory to the Business Units. The ideal candidate should possess strong quantitative and programming capabilities and bring direct experience in building...

  • Associate, Investment

    1 week ago

    Singapore Keppel (Fund Management & Investment) Full time

    Join to apply for the Associate, Investment role at Keppel (Fund Management & Investment)Join to apply for the Associate, Investment role at Keppel (Fund Management & Investment)Source and analyse investment opportunities Structuring and executing the acquisition of assets in Asia Pacific Conduct financial modelling to assess / support acquisition decisions...

  • Associate Wealth Manager

    1 week ago

    Singapore Bank of Singapore Full time

    At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and...

  • Asset & Wealth Management, Private Wealth Management, Family Office Wealth Strategist, Vice Pre[...]

    1 week ago

    Singapore Goldman Sachs Full time

    Join to apply for the Asset & Wealth Management, Private Wealth Management, Family Office Wealth Strategist, Vice President/ Executive Director, Singapore role at Goldman Sachs Job Description Private Wealth Management (PWM) builds, develops, and manages relationships with high-net-worth individuals, families, family offices, and foundations. PWM assists...

  • Investment Strategist, Investment Management

    2 days ago

    Singapore State Street Full time $120,000 - $200,000 per year

    About State StreetAcross the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability.  We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.Our promise to maintain an environment where every employee feels valued...

  • Associate, Regional Client Service Specialist

    5 days ago

    Singapore Apollo Global Management, Inc. Full time

    Associate, Regional Client Service Specialist – SEA and Australia Join to apply for the Associate, Regional Client Service Specialist - SEA and Australia role at Apollo Global Management, Inc. Position Overview Apollo is seeking a talented and motivated Client Service Specialist to join the firm's Global Client Management Team. As a key member of a dynamic...

  • Junior Wealth Management Associate

    3 days ago

    Singapore Career Craft Pte Ltd Full time

    Company Career Craft Pte Ltd - careercraft.sg Designation Junior Wealth Management Associate (Investment) Date Listed 20 Feb 2025 Job Type Entry Level / Junior Executive - Full/Perm Job Period Immediate Start, Permanent Profession Banking / Finance Industry Finance Location Name Maxwell Road, Tanjong Pagar MRT Station (EW15), Singapore - Work...

  • Associate/avp, Quantitative Strategist, Equities

    1 week ago

    Singapore GIC Investment Full time

    **Location**:Singapore, SGSingapore, SGSingapore, SG **Job Function**:Public Equities **Job Type**:Permanent **Req ID**:16192 - GIC is one of the world’s largest sovereign wealth funds. With over 2,000 employees across 11 offices around the world, we invest in more than 40 countries globally across asset classes and businesses. Working at GIC gives you...

  • Wealth Management Associate

    2 weeks ago

    Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time

    **Wealth Management Associate** Get a head start to achieving financial independence by being your own boss! Why get trapped in the corporate rat race for years? Only to face possible stagnation, burn-out, or retrenchment, before realising it is not right for you? Think of the opportunity cost and time lost. Join the dynamic team at CO Wealth Advisory and...