Wealth Management - UK Investor - Associate - J.P. Morgan - City of London - Wizbii

Wealth Management - UK Investor - Associate

  • By J.P. Morgan
  • City of London (United Kingdom)
  • Finance / Management Control

Job description

Asset Management, Private Bank, Investor, (Associate/VP)



J.P. Morgan Asset Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.


J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to Ultra High Net Worth (UHNW) individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm.


Our Team

The investor team manages the portfolios of Private Banking clients across a range of products (equities, fixed income, foreign exchange, derivatives, structured products, alternative investments and private equity). The investor will work with clients and prospects to deliver the bank's strategy and best investment advice.

The successful candidate will integrate in to the Investors team in to help manage the existing book and develop new business.

Work within a broad team of Global Investors and Bankers to manage discretionary and advisory client portfolios. 

Understand client's investment plan and objectives to advise on portfolio construction including overall asset allocation, tactical shifts and security selection

Market and implement investment solutions in accordance with clients' asset allocation.  Such solutions will be delivered either on a discretionary or advisory basis and will include: mutual funds, structured products, hedge funds, private equity, as well as execution of more traditional brokerage transactions such as equities, bonds, foreign exchange, etc. 

Grow new assets by identifying and developing new business opportunities from existing client base. 

Convert non active assets into assets managed with an investment management mandate or on an advisory basis. 

Support and participate in new marketing initiatives, alongside Bankers, to help convert prospects to clients. 

Deliver performance reviews to clients across traditional and non-traditional assets - JPM and third party. 

Cross-sell other JPMorgan services, products and solutions.


Significant relevant market experience (dealing with UHNW clients or fund management) 

Asset allocation / multi asset class portfolio or sales experience is preferable 

Strong knowledge of investment products with the ability to extend beyond a single product to a multi-product focus 

Strong background in dealing with brokerage solutions for clients outside of discretionary portfolios

Excellent communication skills - the candidate must be articulate verbally and on paper and able to generate trust with clients through a credible discussion on investment matters 

Strong presentation and interpersonal skills 

Personality marked by drive and ambition with demonstrated success in dealing with a wide range of clients 

Superior analytical skills; strong computer skills 

Ability to thrive in an internal culture that points to innovation, customer service, internal partnership and entrepreneurship 

Team player capable of working effectively with many business partners 

Non-commissioned background (or willingness to move to such a structure)


Qualified to a minimum of RDR 4.

Passed CFA Level 1

This role encompasses the performance of UK regulated activity. The successful candidate will therefore be subject to meeting UK regulatory requirements in the assessment of fitness, propriety, knowledge and competence (as assessed by the Firm) and (where appropriate) approval by the UK Financial Conduct Authority and/or the Prudential Regulation Authority to carry out such activities.


JPMorgan Chase & Co . is a leading global financial services firm with assets of more than $2.6 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.


J.P. Morgan Asset & Wealth Management advises institutions, endowments, foundations and families through Asset Management and Wealth Management . Our Wealth Management business includes J.P. Morgan Private Bank, J.P. Morgan Securities and Chase Wealth Management.


J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.


Our team of specialists works seamlessly to help our clients achieve their financial goals and aspirations. We’re proud to be named ‘2017 Best Private Bank for Ultra-High-Net-Worth Clients’ by Euromoney: Egypt, France, Greece, Italy, Lebanon, Qatar, Spain, United Arab Emirates and UK.


JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.

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