International Private Bank, UHNW Investor, Associate for SEA Market, based in Singapore

JPMORGAN CHASE BANK, N.A.

Singapore, Singapore
Not specified
4+ years uhnw investment advisory experience
Portfolio construction and asset allocation expertise
Discretionary and advisory client management
JPMorgan Chase Bank is seeking an Associate for their International Private Bank, focusing on the UHNW Investor segment in the Southeast Asia market, based in Singapore. The role involves direct client engagement, investment advice, and collaboration with various teams to manage client portfolios effectively

Job Summary

  • The role involves direct client coverage working with Bankers and Solutions teams to deliver exceptional advice via the JPMorgan Private Bank investment platform.
  • Candidates will be responsible for advising on portfolio construction, including asset allocation, tactical shifts, and security selections across various asset classes.
  • The position requires a strong track record of fiduciary client management and awareness of risk and control frameworks within the SEA private banking industry.

Matching Summary

Match Score: 85

JPMorgan Chase Bank is seeking an Associate for their International Private Bank, focusing on the UHNW Investor segment in the Southeast Asia market, based in Singapore. The role involves direct client engagement, investment advice, and collaboration with various teams to manage client portfolios effectively.

Skills & Requirements

Must-have

  • 4+ years UHNW investment advisory experience
  • Portfolio construction and asset allocation expertise
  • Discretionary and advisory client management
  • Knowledge of private banking regulatory frameworks
  • Strong stakeholder and client communication skills

Nice-to-have

  • CFA or Masters degree qualification
  • Capital markets or institutional brokerage background
  • Ability to translate complex financial ideas simply
  • Proficiency in Bahasa Indonesia language
  • Experience with marketing initiatives and business growth

Key Requirements

  • Bachelor's degree required
  • Minimum 4 years experience in similar investment advisory
  • Working knowledge of private banking regulatory environments
  • Willingness to travel
  • Experience reporting to senior management

Work Rights

Not specified

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