Wealth Management, Managed Solutions Specialist Asia - Vice President
Aumni
Accounting & Finance, Customer Service
Worcester, MA, USA
Posted on Oct 25, 2024
Job Description
The Managed Solutions Specialist Team seeks to provide comprehensive coverage of all of our managed solutions (Core, Advisory, SMAs, mutual funds [JPM and 3rd party where offered]) in a coordinated way. With a product-agnostic lens, we will partner with client advisors in understanding clients’ goals in order to recommend solutions, across managed strategies, that incorporate clients’ preferences. This is part of a global team with members based in New York, London, Singapore and Hong Kong, where this new hire will be located.
Job Responsibilities
- Expertise in Investment Solutions: Serve as a subject matter expert, articulating strategy, macro views, and performance drivers for Asia Private Bank
- Portfolio Advisory Skills: Advise on constructing holistic portfolios, blending strategies based on clients’ goals and preferences, and market views
- Product Knowledge: Develop deep expertise in JPM’s core solutions and major equity and fixed income products
- Communication Skills: Present and craft investment advice for Advisors through calls and written materials
- Content Creation: Design scalable content across presentations and emails
- Analytical Skills: Collaborate with different markets to drive and retain investment flows, analyzing trends for strategic focus
- Client Support: Provide direct advice for Advisors on prospects and client reviews
- Advocacy and Innovation: Advocate for new strategies and identify opportunities for enhancements in marketing, tech, and finance
Required Qualifications, Capabilities, Skills
- Minimal 8 years of relevant experience, preferably experience in direct investing, client portfolio management, or an investment specialist role at an Asset Management firm, Wealth Manager, Investment Bank, or Institutional Investor (e.g., Sovereign Wealth Fund, Endowment)
- Excellent communication, presentation, and public speaking skills to clearly and passionately articulate investment views and recommendations to a wide variety of audiences but especially in larger group settings
- Ability to think strategically and effectively scale communication through various mediums (live presentation, written, recorded video) across a large and broad advisor and client base
- Strong technical skills related to global financial markets, with the ability to engage in robust dialogue directly with Portfolio Managers
- Experience with managed accounts across multi-asset, equities, and fixed income, including active and passive strategies
- Demonstrated aptitude for sales and client relationship management with Client Advisors
- Strong ability to multi-task, strong organizational skills, ability to prioritize, and attention to detail
- Positive attitude and pro-active disposition in communication style
- MBA and/or CFA preferred
- Proficient in both reading and writing Chinese is required for this role
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.