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International Private Bank, Associate, Investor, Italy

JP Morgan Chase

As an Associate Investor in the UHNW Italy team, you would communicate market strategy and investment knowledge to clients while also consulting with them to determine their portfolio objectives and long term asset allocations. Our investment/product universe is the entire spectrum of Wealth Management open architecture platform including Fixed Income, Equities, Alternatives and global multi-asset mandates.You would quickly establish credibility internally and externally, partner with Private Bankers, Investors and Prospectors in our EMEA wealth management group and build rapport with clients as investment expert of the firm in order to promote services to endowments & foundations. Job Responsibilities:Play a leading role in the investment dialogue with clients Advise clients on holistic asset allocation and portfolio construction and tactical asset allocation shiftsExecute investment solutions in client accounts in accordance with client plans. Such solutions include: Investment Management, Mutual Funds, Structured Products, Hedge Funds, Private Equity, Foreign Exchange, as well as execution of more traditional brokerage transactions.Generate new business and regional expansion, by participating in new business opportunities with EMEA Integrated Team Members and Senior ManagementUnderstand the J.P. Morgan platform, solutions, investment philosophyInteract effectively with the various internal product partners, banking teams, risk and compliance, marketing, etcRequired Qualifications, Capabilities and Skills:Relevant market experience advising UHNW clients within ItalyA proven track record of building trust with clients and effectively managing relationships, both externally and internally, will be vital to this roleExcellent communication skills – you would be articulate both verbally and on paper and able to generate trust with clients through a credible discussion on investment matters Strong presentation and interpersonal skills Personality marked by tenacity and ambition with demonstrated success in dealing with a wide range of clients Superior analytical skills; strong computer skills Fluency in Italian and EnglishPreferred Qualifications, Capabilities and Skills:Asset allocation / multi asset class portfolio or sales experience is favorableAbility to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurshipThe job grading and the related economic treatment, within the above-mentioned pay range, will be determined in accordance with the National Collective Bargaining Agreement (Contratto Collettivo Nazionale di Lavoro) for middle managers (quadri direttivi) and professional staff employed by banking, financial and ancillary companies (the “CCNL”, available at the following link ) applicable to the employment relationship, pursuant to the provisions set out in Articles VI and [XIII] (if quadro)/[XIV] (if non quadro) of the CCNL, and on the basis of objective and gender-neutral criteria, consistent with the role, relevant professional experience, required skills and the type of contract.J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​Full timePosting Date: 2026-08-04

Offerta di lavoro pubblicata 1 giorno fa
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