Wealth Management, SEA Banker (Singapore/Malaysia), Vice President, Singapore

  • Competitive
  • Singapore
  • Permanent, Full time
  • J.P. Morgan
  • 26 May 19

Wealth Management, SEA Banker (Singapore/Malaysia), Vice President, Singapore

J.P.Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high-net-worth 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.

Private Banking is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth.

Job Responsibilities:

  • Focus on HNW and UHNW individuals and families, as well as institutions
  • Manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and contacts
  • Build portfolio of clients using resources and expertise of JPMorgan's platforms, products, services, and networks
  • Actively involve in prospecting and acquiring new clients, cultivate prospect lists and actively convert them into clients and deepen relationships
  • Understand each client's wealth objects and investment requirements
  • Work in close partnership with Investors in proposing, delivering, and executing solutions for clients; as well as in indentifying new business opportunities
  • Maintaining client relationships, answering clients' enquiries, day-to-day account operations
  • Update clients regularly on markets, portfolio performance, investments opportunities, risks
  • May require regular travel into coverage regions to foster relationships
  • Work with junior team members in preparing presentations and proposals, and send out various promotion items to clients on request
  • Keep track of Clients, AUMs and Revenues using our internal systems; periodic calculation of account performance
  • Work together with other teams in meeting all compliance, operational, and due diligence requirements
  • Oversee private client relationships by providing strategic advice based on each client's wealth objectives. Provide access to specialists and manage clients' investment portfolios
  • Responsible for working with other team members on client sponsorship / Know Your Client
  • Supervise, coach, and train junior staffs to maximize their individual contribution to the team as required
  • University degree holder and / or with 10+ years of professional experience in a similar capacity
  • Fluency in English required; Bahasa, Mandarin or any other regional languages and dialects is a plus
  • Strong presentation skills, an excellent communicator with client facing experience and existing HNW/UHNW client relationships preferably in Singapore, Malaysia, and/or Indonesia
  • Strong understanding of the needs and sensitivities of clients (private individuals and families)
  • Proven track record on investment sales and / or relationship management performance
  • Able to work under minimal supervision; adaptable to work in demanding environment
  • Detail-oriented and results-focused
  • Strong knowledge of local regulatory policies and guidelines
  • Strong knowledge of relevant financial markets and instruments
  • Appropriate local regulatory qualification