International Private Bank, Investment Specialist, Vice President, 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 sophisticated, personalized investment solutions. As an Investment Specialist, Vice President on the UK Team, you will play a pivotal role in delivering bespoke advisory services to our international clientele based in London. This position requires a deep understanding of global markets and the ability to craft investment strategies that navigate complex, cross-border financial landscapes. Reporting to the Head of Investments for the UK team, you will leverage J.P. Morgan's unparalleled resources, including proprietary research from our world-class asset management division, to drive client outcomes in an ever-evolving economic environment. Your primary focus will be on developing and executing tailored investment portfolios that align with clients' unique objectives, risk tolerances, and liquidity needs. This includes conducting thorough due diligence on investment opportunities across asset classes such as equities, fixed income, real assets, and alternatives, while incorporating ESG considerations where appropriate. You will collaborate closely with relationship managers, product specialists, and external advisors to ensure seamless integration of investment advice within the broader wealth planning framework. Additionally, you will be responsible for staying ahead of regulatory changes in the UK and EU, such as those under the FCA and MiFID II, to maintain compliance and mitigate risks for both clients and the firm. Success in this role demands not only technical expertise but also exceptional interpersonal skills to foster long-term client trust and loyalty. You will engage in high-level discussions, lead investment reviews, and participate in business development initiatives to expand J.P. Morgan's footprint in the competitive private banking sector. Based in our state-of-the-art London office, this full-time position offers the opportunity to thrive in a dynamic, supportive culture that values innovation, integrity, and professional growth. If you are passionate about international finance and ready to contribute to one of the world's most prestigious financial institutions, join our UK team and help shape the future of private wealth management.

Key Responsibilities

• Develop and implement customized investment strategies for high-net-worth clients in the UK and international markets, aligning with their risk profiles and financial goals
• Conduct in-depth market analysis and provide expert advice on global investment opportunities, including equities, bonds, alternatives, and derivatives
• Collaborate with JP Morgan's broader investment teams to access proprietary research, macroeconomic insights, and bespoke product solutions
• Build and maintain strong relationships with ultra-high-net-worth individuals, family offices, and institutional clients, delivering tailored advisory services
• Monitor portfolio performance, adjust strategies in response to market changes, and ensure compliance with regulatory standards
• Lead client presentations, investment seminars, and educational sessions to enhance client understanding of complex financial products
• Coordinate with cross-functional teams, including compliance, legal, and operations, to facilitate seamless execution of investment recommendations
• Contribute to business development efforts by identifying new client opportunities within the international private banking network
• Stay abreast of geopolitical, economic, and regulatory developments impacting international investments, providing proactive insights to clients
• Ensure all advisory activities adhere to JP Morgan Chase's ethical standards, risk management protocols, and anti-money laundering policies

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Minimum of 7-10 years of experience in investment management, wealth advisory, or private banking within the financial services industry
• Relevant professional certifications such as CFA (Chartered Financial Analyst), CFP (Certified Financial Planner), or IMC (Investment Management Certificate)
• In-depth knowledge of international investment products, including equities, fixed income, alternatives, and multi-asset strategies
• Strong understanding of UK and global regulatory frameworks, including MiFID II, FCA guidelines, and cross-border investment regulations
• Proven track record of client relationship management with high-net-worth individuals or institutional investors
• Fluency in English; additional languages such as French, German, or Mandarin preferred for international client interactions

Preferred Qualifications

• Advanced degree (MBA or Master's in Finance) from a top-tier institution
• Experience working in a private banking environment at a global financial institution
• Demonstrated success in portfolio construction and risk management for ultra-high-net-worth clients
• Familiarity with sustainable and ESG (Environmental, Social, and Governance) investing principles
• Prior involvement in JP Morgan Chase or similar firm's international wealth management teams

Required Skills

• Expertise in investment portfolio analysis and asset allocation
• Proficiency in financial modeling and valuation techniques
• Strong knowledge of global capital markets and economic indicators
• Excellent client communication and presentation skills
• Analytical thinking and problem-solving abilities
• Risk assessment and management expertise
• Regulatory compliance and ethical decision-making
• Relationship building and networking capabilities
• Proficiency in financial software tools like Bloomberg, FactSet, or Morningstar
• Multicultural sensitivity and adaptability for international client base
• Strategic planning and advisory consulting
• Data interpretation and market forecasting
• Team collaboration and leadership in cross-border teams
• Attention to detail in documentation and reporting
• Resilience and composure in high-pressure market environments

Benefits

• Competitive base salary and performance-based bonus structure, with total compensation reflecting Vice President level
• Comprehensive health, dental, and vision insurance coverage for employees and eligible dependents
• Generous retirement savings plan with employer matching contributions up to 6% of eligible compensation
• Paid time off including 25+ vacation days, plus bank holidays and flexible working arrangements
• Professional development support, including tuition reimbursement for relevant certifications and executive education programs
• Access to JP Morgan's global wellness programs, including mental health resources and fitness reimbursements
• Employee stock purchase plan and other financial wellness benefits tailored to financial services professionals
• Relocation assistance for international hires and family support services for expatriates in London

JP Morgan Chase is an equal opportunity employer.