Wealth Management – Managed Solutions Investor Relations – VP

Job Opportunity: Wealth Management Managed Solutions Investor Relations Vice President (London, UK)
 
J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
 
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.    
 
Investment Solutions provides WM clients with investment management solutions across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.
 
About the Managed Solutions Investor Relations Vice President (VP) Role:
 
In this position, you will be responsible for providing investor relations coverage for our suite of managed solutions products for EMEA/Asia/LatAm regions. The VP will serve as a primary point of contact for our International Salesforce and Portfolio Specialists in supporting their client conversations and in managing and driving client/advisor experience initiatives which will require working with a variety of teams – from the CIO team to Portfolio Management to Legal & Compliance.
 
Role and Responsibilities:

Work with internal constituent groups across EMEA/Asia/LatAm, including bankers, investors and client relationship teams to answer questions and address issues related to a variety of topics including: investment objectives of our managed solutions strategies, macroeconomic trends, market activity, positions/holdings, business initiatives etc

Leverage knowledge about our investments solutions, the markets and existing Portfolio Manager/CIO driven content to discuss & support our portfolios/investments and to provide guidance in broader Solutions platform initatives

Develop and drive initiatives aimed at improving the advisory /client experience (both internal & external), including developing new educational resources, increasing the efficiency of information flow and evolving the way we communicate between different areas of the business

Drive the internal and external product communication process; liaise with internal stakeholders and external vendors on the end-to-end logistics of communications/mailings

Maintain detailed metrics and identify key trends in order to proactively develop resources for the sales force

Partner with compliance and legal regarding regulatory/legal initiatives impacting clients

Identify and assess areas of risk and implement preventative policies and proceduresAttributes:

Genuine interest in financial markets and macro-level economic trends

Ability to execute within a fast-paced and demanding environment, while managing multiple concurrent deliverables

Excellent written and verbal communication skills with ability to articulate complex concepts in a clear and concise manner

Agile and innovative team player with the ability to work with diverse working styles and effectively alter approach and ourse when necessary

Proactive, accountable, and assertive; strong work ethic

Organized, detail-oriented, and client experience focused approach 

Confidence and skill to think strategically, develop solutions, and present recommendations to business leaders

Superior judgment and discretion working with both confidential and sensitive information

Strong proficiency with PowerPoint and Excel requiredQualifications:

5+ years of experience in wealth management, financial services, or a related field

Bachelors degree at a high ranking university required

CFA, CAIA, MBA, or other related designations are a plus, but not required

Experience working with Multi-asset class investments

Working knowledge of capital markets and broad understanding of Asset Management and Wealth Management businesses

Excellent written and verbal communication skills
About J.P. Morgan’s Corporate & Investment Bank
 
J.P. Morgan’s Corporate & Investment Bank is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.  Further information about J.P. Morgan is available at www.jpmorgan.com.
 
JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.