Join J.P. Morgan Private Bank, a leader in global wealth management, where we deliver unparalleled advice and services to the world's most affluent individuals and families across 36 countries. We are involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, as well as tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth. Here, you'll have the opportunity to make a real impact and drive innovation in a dynamic, fast-paced environment.

Job Responsibilities

• Work independently to service clients' investment needs
• Work closely with Senior Investors on meeting more complex clients' investment needs
• Provide preparatory and post execution support to the Investor team, assist Senior Investors with investment advisory services and recommendations across multiple asset classes to Private Banking clients
• Work in close partnership with Senior Investors and Private Bankers to assist them with providing investment expertise to existing and prospective clients, as well as in identifying new business opportunities
• Develop a thorough understanding of the Private Banking platform and take ownership of the process flows to ensure the success of the team
• Prepare presentation materials, client proposals/reports, and briefings for Senior Management
• Perform portfolio evaluation and analyses
• Conduct industry and product research
• Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies
• May require regular travel into coverage regions

Required Qualifications, Skills and Capabilities

• Bachelor degree with 5+ years of relevant professional experience in a similar capacity
• Strong knowledge of the financial markets, investment products and instruments
• Strong analytical and communication skills
• Strong understanding of the needs and sensitivities of clients (private individuals and families)
• Able to work under minimal supervision; adaptable to work in fast-paced environment
• Detail-oriented and results-focused
• Strong knowledge of local regulatory policies and guidelines
• Appropriate local regulatory qualification and licenses

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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

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.