Wealth Management, Discretionary and Advisory Product Development

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.

Our Team

Investment management products and services are a core offering within J.P. Morgan Private Banking. We offer the full spectrum of investment strategies - from equity, cash management, fixed income, currency, and asset allocation to alternative asset classes such as private equity, real estate, and hedge funds.

The Discretionary and Advisory Product Development team is focused on delivering high impact, discretionary and advisory solutions for the International Private Bank (IPB) business (covering EMEA, Latin America, and Asia). The IPB discretionary and advisory product offering consists of over USD95bn in assets under management.

An exciting opportunity has arisen as part of the IPB Discretionary and Advisory Product Development team for an Analyst / Associate to drive the product development and management activities of the team. The role will be based in London.

Job Responsibilities

Key activities include:

• Drive new investment product development and the build-out of new investment capabilities for the IPB discretionary and advisory offering.
• Coordinate across multi-jurisdictional Legal, Risk, Compliance, Operations, Digital, Technology, and Investment teams ensuring initiatives are delivered on schedule.
• Actively support ongoing enhancements to the client and advisor experience of the IPB discretionary and advisory offering with a focus on building a differentiated and scalable business.
• Define, document, and track initiative timelines and progress including reporting on key highlights, decisions, next steps, and issues.
• Act as investment product SME for strategic business and regulatory change management initiatives.
• Develop and manage relationships with product stakeholders and third-party vendors across regions (Asia, EMEA, and LatAm).
• Make recommendations to improve and re-engineer existing product practices and processes.

This position is based in London, is open-ended, and offers excellent future mobility opportunities into other areas of our business.

Required Qualifications, Skills and Capabilities

• Experience in financial services, preferably in wealth management, asset management, or consulting.
• Experience in the design and development of digitally enabled investment solutions.
• Exceptional communication skills, with proven ability to engage and build consensus across a broad set of stakeholders and all levels of the organization.
• Proactive, highly motivated self-starter who enjoys working in a highly collaborative environment.
• An entrepreneurial mindset and is able to apply critical thinking and a logical/structured framework to a variety of situations.
• Highly detail-oriented with strong analytical and planning skills and demonstrated ability to lead multiple initiatives at once.
• Passionate about financial markets and career-driven.

Preferred Qualifications

• CFA qualified / candidate preferred.
• Highly competent with MS Office Suite with python/programming knowledge a bonus.
• Additional European languages a benefit – Italian, French, or Spanish.

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.

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.