Job Description
Job description
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 ‘201+ Best Private Bank for Ultra-High-Net-Worth Clients’ by Euromoney: Egypt, France, Greece, Italy, Lebanon, Qatar, Spain, United Arab Emirates and UK.
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. These strategies are delivered to clients in a variety of structures, including discretionary portfolios and regulated fund wrappers.
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 USD+5bn 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
Required Qualifications, Skills and Capabilities
• 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
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 ‘201+ Best Private Bank for Ultra-High-Net-Worth Clients’ by Euromoney: Egypt, France, Greece, Italy, Lebanon, Qatar, Spain, United Arab Emirates and UK.
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. These strategies are delivered to clients in a variety of structures, including discretionary portfolios and regulated fund wrappers.
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 USD+5bn 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
Required Qualifications, Skills and Capabilities
• 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
💡 Quick Summary
Seeking a career-building opportunity? The Wealth Management| Discretionary and Advisory Product Development position is now open for candidates interested in the Bank Jobs sector. This role in London offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
