#210685906
ledge of portfolio construction principles to ensure outcome-oriented recommendations
Serve as subject matter expert, articulating macroeconomic views and strategy for Asia Private Bank
Develop and maintain deep expertise in JPMorgan's multi-asset solutions
Deliver compelling investment advice to Advisors via calls, presentations, and written materials
Design scalable content for presentations, emails, and communication channels
Collaborate across markets to drive and retain investment flows
Analyze market trends to inform strategic priorities
Provide direct advisory support for Advisors during prospecting and client review processes
Champion new strategies and identify opportunities for enhancements in marketing, technology, and finance
Communicate effectively with diverse audiences, including large group settings
Required Qualifications, Capabilities and Skills:
Demonstrate minimum 8 years of relevant experience in direct investing, client portfolio management, or as an investment specialist at an Asset Management firm, Wealth Manager, Investment Bank, or Institutional Investor (e.g., Sovereign Wealth Fund, Endowment).
Exceptional communication, presentation, and public speaking skills, with the ability to clearly and passionately articulate investment views and recommendations to diverse audiences, including large group settings.
Strategic thinker with the ability to scale communication effectively across various mediums (live presentations, written materials, recorded video) to a broad advisor and client base.
Strong technical knowledge of global financial markets, with the ability to engage in robust dialogue with Portfolio Managers.
Experience with managed accounts across multi-asset, equities, and fixed income, including both active and passive strategies.
Demonstrated aptitude for sales and client relationship management, particularly with Client Advisors.
Excellent multi-tasking and organizational skills, with the ability to prioritize and maintain attention to detail.
Positive attitude and proactive communication style.
Proficiency in Mandarin is required.
Preferred Qualifications, Capabilities and Skills:
Hold an MBA and/or CFA certification
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.