International Private Bank, ENGAGE Investor, EU Markets from Luxembourg

IPB, Engage Investor, job description

This is an exciting opportunity for you to join a dynamic and diverse team within the EMEA Investments Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to Clients.  If you have an advisory mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our best in class “Engage” Advisory platform we deliver tailored advice to our clients, in order to help them meet their goals, while guiding them through the many challenges and complexities they face in the ever evolving financial services space.

Job Summary:

With the help of the Market Head of Investments & Advice and the Team of existing Client advisors, The Advisory Investments Specialist will be tasked with launching a specialized Advisory service desk for our Benelux, Nordics and Greece markets, covered from Luxembourg. The Specialist will communicate market strategy and investment knowledge to clients across asset classes, while providing holistic investment advice within a portfolio context. They will consult with clients to determine their advisory portfolio objectives and long term asset allocations. The job requires the ability to establish credibility internally and externally, to partner with colleagues within our EMEA Private Banking group and build rapport with clients as an advisory investment expert of the firm, leveraging the best in class solutions available to our clients to deliver for their needs, within the context of their suitability and objectives. A high level of professionalism and diligence in meeting client expectations will be essential to increasing the quantity and quality of effective client relationships. 

Job Responsibilities:

• Entertain a constant dialogue and report to the market Head of Investments & Advice for all managerial aspects of the role
• Plays a leading role in the advisory investment dialogue with clients in the Nordic, Benelux and Greece regions
• Understands client's advisory investment plan, goals and objectives to develop and implement advisory investment plan 
• Advises clients on holistic asset allocation, portfolio construction and tactical asset allocation shifts within their advisory relationship 
• Executes investment solutions across asset classes in client accounts in accordance with client plans and instructions. Such solutions may include: Investment Management, Mutual Funds, Evergreen Alternatives, as well as execution of more traditional brokerage transactions.
• Conducts investment reviews with clients to validate the clients' current investment objectives and proactively prepare recommendations in line with the advisory platform framework  
• Deepens client relationships by building a strong advice driven dialogue to introduce the appropriate solutions to our clients that meet their needs and objective
• Completes all necessary internal trainings and remains up to date on industry Knowledge & Competency requirements
• Properly and timely addresses and manages any internal controls (pre and post trade) related to the advisory framework 
• Effectively manages the fiduciary, suitability and general procedural requirements and reviews required by the firm
• Understands JPMorgan platform, solutions, investment philosophy 
• Interacts effectively with the various internal product partners, banking teams, risk and compliance, etc.
• Builds and integrates into a strong team culture environment 

Required Qualifications:

Having a proven track record of building trust with Clients and effectively managing relationships, both externally and internally, will be vital to this role. Possessing a collaborative spirit and the ability to work effectively in a team, as well as valuing the innovation and creativity that diversity of thought brings, is essential.

• Significant relevant market experience (dealing with UHNW clients in an Advisory role)  
• Strong knowledge of investment products with the ability to extend beyond a single product to a multi-product focus  
• Asset allocation / multi asset class portfolio or sales experience is preferable  
• 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 and 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
• Fluent in English. Additional languages are advantageous