International Private Bank, Investment Professional for SEA Market, based in Singapore

Location: Singapore, Singapore

Job Family: Client Advisory

About the Role

At JP Morgan Chase, we are seeking a dynamic International Private Bank Investment Professional to join our Southeast Asia (SEA) team based in Singapore. This role within our Client Advisory category offers an exciting opportunity to serve high-net-worth individuals and families across the region, leveraging JP Morgan's global resources to deliver exceptional wealth management solutions. As a key player in our International Private Bank, you will focus on crafting bespoke investment strategies that navigate the complexities of SEA markets, including emerging opportunities in sustainable finance and digital assets. Our Singapore hub serves as a strategic gateway to Asia, where you'll collaborate with world-class teams to drive client success in a vibrant, multicultural financial landscape. In this position, you will act as a trusted advisor, conducting thorough needs assessments and recommending diversified portfolios tailored to clients' objectives, whether for growth, preservation, or legacy planning. You'll stay ahead of geopolitical and economic shifts impacting SEA, utilizing JP Morgan's proprietary research to inform decisions on everything from regional equities to global fixed income. Responsibilities extend to fostering long-term client partnerships through proactive engagement, while ensuring adherence to stringent regulatory standards set by the Monetary Authority of Singapore (MAS) and our internal governance frameworks. This role demands a blend of technical acumen and interpersonal finesse to thrive in a high-stakes environment. Joining JP Morgan Chase means becoming part of a prestigious institution renowned for innovation and integrity in financial services. We empower our professionals with cutting-edge tools, continuous learning, and a supportive culture that values diversity and inclusion. This position not only offers substantial career growth potential within our global network but also the chance to contribute to the financial aspirations of influential clients shaping Southeast Asia's future. If you are passionate about investment excellence and ready to elevate your career in private banking, we invite you to explore this opportunity in Singapore.

Key Responsibilities

• Develop and implement tailored investment strategies for high-net-worth clients in the SEA region, aligning with their financial goals and risk profiles
• Conduct in-depth market analysis and provide expert advice on global investment opportunities, with a focus on Asia-Pacific equities, fixed income, and alternatives
• Build and maintain strong relationships with existing and prospective clients, delivering personalized advisory services to enhance client satisfaction and retention
• Collaborate with JP Morgan's global investment teams to access proprietary research and innovative products for SEA market clients
• Monitor portfolio performance, execute trades, and adjust strategies in response to market dynamics and economic shifts
• Ensure all advisory activities comply with Singapore's regulatory framework, including MAS guidelines, and JP Morgan's internal risk management policies
• Identify and pursue new business opportunities within the SEA private banking segment to drive revenue growth
• Mentor junior team members and contribute to the development of investment training programs
• Participate in client events, seminars, and networking activities to promote JP Morgan's International Private Bank offerings
• Leverage data analytics and technology to optimize client portfolios and provide insightful reporting

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Minimum of 5 years of experience in investment advisory or wealth management within the private banking sector
• Proven track record in managing high-net-worth client portfolios in the Southeast Asia market
• Hold relevant professional certifications such as CFA, CFP, or equivalent
• Strong understanding of international financial markets, regulatory requirements, and compliance standards in Singapore and SEA
• Fluency in English and proficiency in at least one SEA language (e.g., Mandarin, Bahasa Indonesia)
• Eligibility to work in Singapore without sponsorship

Preferred Qualifications

• Advanced degree (MBA or Master's in Finance) from a recognized institution
• Experience working with JP Morgan Chase or a similar global financial institution
• Deep knowledge of sustainable and ESG investing trends in Asia
• Prior leadership in cross-border investment strategies for ultra-high-net-worth individuals
• Familiarity with digital wealth management tools and fintech integrations

Required Skills

• Expertise in portfolio management and asset allocation
• Proficiency in financial modeling and valuation techniques
• Strong analytical skills for market trend forecasting
• Excellent communication and presentation abilities
• Client relationship management and consultative selling
• Knowledge of investment products like equities, bonds, derivatives, and alternatives
• Regulatory compliance and risk assessment proficiency
• Cross-cultural sensitivity and adaptability in diverse SEA environments
• Technical skills in financial software (e.g., Bloomberg, FactSet)
• Data analysis and interpretation using tools like Excel or Python
• Strategic thinking and problem-solving
• Team collaboration and leadership
• Time management in a fast-paced financial services setting
• Ethical decision-making and integrity
• Digital literacy for fintech and robo-advisory integrations

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive health and wellness benefits, including medical, dental, and vision coverage
• Retirement savings plan with generous employer matching contributions
• Paid time off, including vacation, sick leave, and parental leave
• Professional development opportunities, such as tuition reimbursement and access to JP Morgan's learning academy
• Employee stock purchase plan and other financial wellness programs
• Global mobility support for career advancement within JP Morgan Chase
• On-site fitness facilities and wellness initiatives in Singapore office

JP Morgan Chase is an equal opportunity employer.