Job Category : Wealth Management Potential Referral Amount : 2500 Pound Sterling (GBP) JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.
7 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, 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 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 2019 Best Private Bank for Ultra-
High-Net-Worth Clients’ by Euromoney : Egypt, France, Greece, Italy, Lebanon, Qatar, Spain, United Arab Emirates and UK.
The International Funds Product Management (IFPM) serves as subject matter experts and is responsible for the overall product management of regulated mutual funds, ETFs and alternative UCITs used on J.
P. Morgan Private Bank’s investment platform - a multi-fund platform that provides pooled investment solutions to wealth management clients around the globe.
The platform consists of both third-party and proprietary JPM sponsored mutual funds & ETFs, totaling over $50 billion in assets under management, with continuous growth anticipated.
Our team builds, maintains and develop strong relationships with both world leading investment managers and internal corporate partners (ex.
portfolio managers, trading specialists, corporate lawyers, tax specialist and risk management ) to deliver active and passive investment vehicles to the J.P Morgan Private Bank.
Among its core activities and in partnership with internal stakeholders, the team leads proactive conversations with external investment managers to ensure J.
leading the coordination work with internal corporate partners to ensure the tradability of selected vehicles onto J.P. Morgan systems and proactively advising internal stakeholders on key developments affecting pooled investment vehicles in scope the team (e.
g. business trends, regulatory changes, etc.).
Internally this role will offer expert advice to the business on all non investment matters pertaining to the product. Support and guidance will be given to teams including Investors and Bankers.
The role is also likely to require close interaction with our internal corporate partners across Manager Selection, Legal, Risk, Tax, Compliance and Middle office internationally.
Externally, the role will require building and maintaining strong relationships with fund houses and ETF providers
ensure results are delivered on-schedule while closely adhering to internal policies
Manage relationships with product stakeholders across regions and functions; provide assistance and information to business partners, operations, control teams and portfolio managers relating to product management
Lead projects relating to the product including those driven by business and regulation; track progress made against project timeline and proactively report periodically on key highlights, next steps and issues
Establish and maintain strong relationships with fund houses, ETF providers, relevant financial counterparties, as well as internal main stakeholders such as Investors, Bankers, Manager Selections and relevant Investment teams
Familiarity with EU domiciled regulated mutual funds (UCITS) and associated regulatory framework is required proven experience in asset or wealth management industry is an advantage
Strong multi-taker, highly organized, strong prioritization and follow-up skills
Strong "can do" attitude and proven ability of problem solving; adaptability / ability to work in fluid environment
Demonstrated ability to make personal connections, engage and educate stakeholders, ask open-ended questions and listen to establish trust and build lasting relationships
Highly detail-oriented with strong analytical and planning skills
Good negotiation and presentation skills; excellent communication, interpersonal skills and stakeholder management skills
Experience of working with Legal Agreements an advantage
Team worker / Ability to work in a highly collaborative and matrixed environment to build consensus
Ability to take initiative and work without constant supervision
Highly competent with core MS Office applications e.g. Excel and PowerPoint
Strong written and verbal English required. At least one other European language (Spanish, Portuguese, German, French) advantageous
JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co.
is an Equal Opportunity Employer and a member of the UK Government’s Disability Confident Scheme.