Wealth Management, Uhnw Banker, Australia Market

**JOB DESCRIPTION** Job Responsibilities**
- Focus on ultra-high-net-worth (Principal Business) individuals and families in Australia, as well as the largest Endowments and Foundations in Australia, with coverage out of Singapore
- Manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and contacts
- Build portfolio of clients using personal and professional networks in Australia, leveraging the resources and expertise of JPMorgan’s platforms, products, services, and networks
- Actively involved in prospecting and acquiring new clients, cultivating prospect lists, building trust and credibility with prospects resident in Australia, and actively converting them into clients and deepen relationships
- Work in close partnership with Investors in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities
- Maintaining client relationships, answering clients’ enquiries, day-to-day account operations, update clients regularly on markets, portfolio performance, investments opportunities, risks. Work together with other teams in meeting all compliance, operational, and due diligence requirements.
- May require regular travel into Australia to foster relationships, as well as working closely with our partners in Australia onshore, including Private Bank Prospectors and our Corporate and Investment Bank colleagues to identify possible client sourcing channels and partnership opportunities
- Ability to create differentiated events for UHNW Australian clients. Oversee private client relationships by providing strategic advice based on each client’s wealth objectives. Provide access to specialists and manage clients’ investment portfolios, and responsible for working with other team members on client sponsorship / Know Your Client.

**Required qualifications, capabilities and skills**
- University bachelor degree holder in any discipline.
- Minimum 12 years of professional experience in a similar Relationship Manager capacity at another Private Bank or wealth management firm, covering the Singapore market. Alternatively, you may come from a different industry with good network of UHNW clients and demonstrated a good track record in business development, sales management and relationship management.
- Strong presentation skills, an excellent communicator with client facing experience and existing UHNW Australian client relationships
- Strong understanding of the needs and sensitivities of clients (private individuals and families)
- Strong knowledge of local Australian wealth management market and local preferences of UHNW clients specifically
- Proven track record on investment sales and / or relationship management performance.
- Detail-oriented and results-focused.

**Preferred qualifications, capabilities and skills**
- 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 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