International Private Bank, Team Lead, Investment Specialist, UK Team (Hiring Immediately)
For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. Job Summary: As an Investment Specialist & Team Lead in our UK private banking business, you would lead in communicating market strategy and investment knowledge to sophisticated clients and investment committees in portfolio reviews and investment forums, while also consulting with clients to determine their portfolio objectives and long term asset allocations. Our investment/product universe is the entire spectrum of WM open architecture platform including Fixed Income, Equities, Alternatives and global multi-asset mandates. You would quickly establish credibility internally and externally, partner with Private Bankers, Investors, Lending Advisors, Wealth Advisors and Philanthropists within our UK private banking business and build rapport with clients as investment expert of the firm in order to promote services to endowments & foundations. Job Responsibilities: Managing a team of 5-10 Investment Specialists, also based in London Plays a leading role in the investment dialogue with clients Advise clients on holistic asset allocation and portfolio construction and tactical asset allocation shifts Executes investment solutions in client accounts in accordance with client plans. Such solutions include: Investment Management, Mutual Funds, Structured Products, Hedge Funds, Private Equity, Foreign Exchange, as well as execution of more traditional brokerage transactions. Generates new business and regional expansion, by participating in new business opportunities with EMEA Integrated Team Members and Senior Management Performs sales management, including coordination of RFPs, pitches, road shows, campaigns, proposals Understands JPMorgan platform, solutions, investment philosophy Interacts effectively with the various internal product partners, banking teams, risk and compliance, marketing, etc. Required Qualifications, Capabilities and Skills: Significant relevant market experience with ultra high net worth clients Prior management experience A proven track record of building trust with clients and effectively managing relationships, both externally and internally, will be vital to this role. Excellent communication skills – you would be articulate both 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 tenacity and ambition with demonstrated success in dealing with a wide range of clients Superior analytical skills; strong computer skills Non-commissioned background (or willingness to move to such a structure) Preferred Qualifications, Capabilities and Skills: Asset allocation / multi asset class portfolio or sales experience is favourable Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship Multi lingual
Recommended Jobs
Teacher of English required (ECT Support) - Camden
School Status & Location Sector: Outstanding Ofsted Secondary School. Borough: Camden (Inner London, England). Start Date: Permanent, full-time role commencing ASAP. The Opportunity & Sch…
Paint sprayer
We are looking for a skilled Paint Sprayer to join our clients aircraft landing gear MRO team. You will be responsible for preparing and applying protective and decorative coatings to components in li…
Travel Lifestyle Manager London Hybrid
Are you passionate about delivering seamless, world-class experiences for discerning clients? Do you have a solid background in UK-based luxury concierge, particularly within the travel sector? We're …
SEN English Teacher
English Teacher (KS3-KS4) | SEMH Setting | Chessington Are you a passionate English Teacher looking to make a real difference in the lives of young people? At Veritas Education, we are currently rec…
French Teacher - Nursery
Les Petites Etoiles - Bilingual Montessori is a chain of high-quality nurseries across North London. Since 2008, we have been dedicated to providing exceptional childcare services in an enriching an…
Senior Creative (Social-First)
MHP Group is the integrated communications agency built for the Networked Age – a world that’s increasingly connected, complex, polarised and activist. We lead the way in the application of behavi…
VIP Hospitality - Stadium & Events in London
Join ARC’s VIP Hospitality Team – London We are looking for experienced VIP Hospitality professionals to join our London team, working across some of the city’s most prestigious venues and high-…
Practice Liaison Manager
Practice Liaison Manager - Building Crucial Clinical Partnerships Ready to be the face of innovation to the UK's leading private clinicians? As our Practice Liaison Manager, you'll nurture and…
Senior Accountant in Practice (Cantonese or Mandarin speaking)
My client is looking for an Accounts Senior to join the team and are offering an excellent salary a great opportunity for progression to assistant manager. Assignments will vary from owner manag…
Need lawn maintenance for tidy, healthy UK garden
I’m looking for a reliable gardener to help with regular lawn maintenance in my garden. Tasks include mowing, edging, and feeding the lawn, plus removing grass clippings and tidying the borders. The a…