International Private Bank, Investment Specialist, Executive Director, UK Team

Location: LONDON, LONDON, United Kingdom

Job Family: Investors

About the Role

J.P. Morgan Private Bank is a global leader in wealth management, serving ultra-high-net-worth individuals and families with bespoke investment solutions. As an Investment Specialist, Executive Director on the UK Team, you will play a pivotal role in our London office, driving sophisticated investment strategies for international clients. Reporting to the Head of Investments for the UK region, you will leverage J.P. Morgan's unparalleled resources, including our world-class research and global network, to deliver exceptional value. This full-time position demands a strategic thinker with deep market expertise, committed to upholding our firm's standards of integrity and client-centric innovation in the competitive financial services landscape. In this executive-level role, you will craft personalized investment portfolios that balance growth, preservation, and risk mitigation, drawing on J.P. Morgan's proprietary insights into emerging markets, sustainable investments, and alternative assets. You will engage directly with discerning clients, providing thought leadership on global economic trends and regulatory shifts, while ensuring seamless integration with our broader wealth management services. Collaboration across J.P. Morgan's international teams will be key, enabling you to source unique opportunities and navigate complex cross-border challenges. Your contributions will directly impact client outcomes and reinforce our position as the trusted partner for the world's most successful families. We seek a seasoned professional who thrives in a high-performance environment, combining technical acumen with exceptional interpersonal skills. At J.P. Morgan, you will benefit from a culture of continuous learning, diverse perspectives, and meaningful impact. Join us to advance your career while helping clients achieve their financial aspirations in an ever-evolving global economy.

Key Responsibilities

• Develop and implement tailored investment strategies for ultra-high-net-worth clients in the UK and international markets
• Provide expert advice on portfolio construction, asset allocation, and risk management to align with client objectives
• Collaborate with JP Morgan Chase's global investment teams to access proprietary research and opportunities
• Conduct market analysis and deliver insights on macroeconomic trends affecting international investments
• Build and maintain strong relationships with clients, ensuring high levels of satisfaction and retention
• Ensure all investment recommendations comply with UK FCA regulations and JP Morgan's internal policies
• Mentor junior team members and contribute to the professional development of the UK International Private Bank team
• Monitor portfolio performance and adjust strategies in response to market volatility and client needs
• Participate in client meetings, seminars, and events to promote JP Morgan's investment capabilities
• Liaise with internal stakeholders, including wealth planners and credit specialists, for holistic client solutions

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Minimum of 10 years of experience in investment management or advisory roles within private banking
• Series 7 and Series 63 licenses or equivalent UK financial regulatory qualifications (e.g., CFA Level I or II)
• Proven track record of managing high-net-worth client portfolios in international markets
• In-depth knowledge of global financial markets, investment products, and regulatory environments
• Fluency in English; additional languages such as French or German preferred for international client interactions
• Ability to obtain necessary approvals under JP Morgan Chase's compliance and risk management frameworks

Preferred Qualifications

• CFA (Chartered Financial Analyst) designation or equivalent
• Advanced degree (MBA) from a top-tier institution
• Experience working in a multinational private banking environment, ideally with JP Morgan Chase or a peer firm
• Specialization in alternative investments or sustainable finance strategies
• Prior leadership experience in cross-border investment teams

Required Skills

• Expertise in investment analysis and portfolio management
• Strong understanding of global equities, fixed income, and alternative assets
• Proficiency in financial modeling and valuation techniques
• Knowledge of ESG investing and sustainable finance principles
• Excellent communication and presentation skills for client interactions
• Analytical thinking and problem-solving abilities
• Relationship-building and networking expertise
• Regulatory compliance and risk assessment skills
• Leadership and team collaboration capabilities
• Adaptability to fast-paced, dynamic market conditions
• Proficiency in financial software tools like Bloomberg or FactSet
• Strategic planning and decision-making under uncertainty
• Cultural sensitivity for international client engagement
• Attention to detail in reporting and documentation
• Ethical judgment in high-stakes financial advisory roles

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive health, dental, and vision insurance coverage
• Retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick leave, and parental leave
• Professional development opportunities, including tuition reimbursement and access to JP Morgan's learning platforms
• Employee stock purchase plan and other financial wellness programs
• Wellness initiatives, including gym memberships and mental health support
• Global mobility support for international assignments within JP Morgan Chase

JP Morgan Chase is an equal opportunity employer.