A global wealth management leader JPMorgan Chase & Co is looking for an Investor (Associate).
The Investor will communicate market strategy and investment knowledge to clients and investment committees in portfolio reviews and investment forums. The Investor will consult with clients to determine their portfolio objectives and long term asset allocations. The investment/product universe is the entire spectrum of WM open architecture platform including Fixed Income, Equities, Alternatives and global Multi-Asset mandates.
The job requires the ability to establish credibility internally and externally, partner with bankers, investors and prospectors in our EMEA wealth management group and build rapport with clients as investment expert of the firm in order to promote services to endowments & foundations. A high level of professionalism and diligence in meeting client expectations will be essential to increasing the quantity and quality of effective client relationships.
Responsibilities
Plays a role in the investment dialogue with clients that are managed by the Russian team
Understand client's investment plan, goals and objectives to develop and implement investment plan
Advise clients on holistic asset allocation and portfolio construction and tactical asset allocation shifts
Executes investment solutions in client accounts in accordance with client plans. Such solutions include: Investment Management, Mutual Funds, Structured Products, Hedge Funds, Private Equity, Foreign Exchange, as well as execution of more traditional brokerage transactions.
Conducts investment reviews with clients to validate the clients' current investment objectives and prepare recommendations
Drives new business development and regional expansion by:
Participating in new business opportunities with EMEA Integrated Team Members and Senior Management
Performs Sales management, including coordination of RFPs, pitches, road shows, campaigns, proposals
Interacts with clients and prospects, understanding their issues, motivations and factors that are key for success
Understands JPMorgan platform, solutions, investment philosophy
Interacts effectively with the various internal product partners, banking teams, risk and compliance, marketing, etc.
Qualifications
Relevant market experience working in the Russian market, 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
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
Fluency in Russian and English is essential
This role is based in Luxembourg.
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