JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.5 trillion, over 260,000 employees and operations in over 100 countries. It operates across four business segments including Commercial & Investment Banking, Asset Management, Corporate Banking and Consumer Banking.
The Wealth Management division of JPMorgan Chase & Co. is part of the Asset Management business. With assets under management of over $1.6 trillion, it is one of the largest asset and wealth managers in the world.
With more than 160 years of experience, J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. The Private Bank delivers highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets. The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning. The business model focuses on deep client relationships through an integrated team structure with a platform of depth and breadth.
Managed Solutions & Strategy (MSS) encompasses the discretionary investment offerings for clients, including multi-asset and single asset-class strategies as well as the manager selection platform. The Managed Solutions Global Portfolio Specialist team is viewed as a vital member of the Advisor team and a go-to center of excellence for core discretionary multi-asset portfolios. The Global Portfolio Specialists are specifically focused on articulating our investment methodology, current positioning, and technical insights across the Private Banks core investment offerings to internal teams as well as clients.
As a Portfolio Specialist Associate you will work with investment professionals on the team as well as many across other investment and business functions, including Strategy, Manager Selection, Portfolio Construction, Business Management, and Marketing. Associates conduct research and analysis, assist with content development, and help respond to inquiries from clients and advisors within the Private Bank.
Roles & Responsibilities
Specific Qualifications Include
We seek candidates with a unique blend of interpersonal and analytical skills. Private Banking Associates efficiently leverage both qualitative and quantitative resources to understand complex financial situations and present solutions.
This role encompasses the performance of UK regulated activity. The successful candidate will therefore be subject to meeting UK regulatory requirements in the assessment of fitness, propriety, knowledge and competence (as assessed by the Firm) and (where appropriate) approval by the UK Financial Conduct Authority and/or the Prudential Regulation Authority to carry out such activities.
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.6 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
J.P. Morgan Asset & Wealth Management advises institutions, endowments, foundations and families through Asset Management and Wealth Management. Our Wealth Management business includes J.P. Morgan Private Bank, J.P. Morgan Securities and Chase Wealth Management.
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 ‘2017 Best Private Bank for Ultra-High-Net-Worth Clients’ by Euromoney: Egypt, France, Greece, Italy, Lebanon, Qatar, Spain, United Arab Emirates and UK.
JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.