At a Glance
- Tasks: Lead a team to deliver top-notch investment strategies and client consultations.
- Company: Join J.P. Morgan, a global leader in financial services with a focus on innovation.
- Benefits: Competitive salary, diverse work culture, and opportunities for professional growth.
- Other info: Dynamic environment with a commitment to diversity and inclusion.
- Why this job: Make a real impact by guiding clients through their investment journeys.
- Qualifications: Experience with high net worth clients and strong leadership skills required.
The predicted salary is between 75600 - 92400 £ per year.
For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients.
As an Investment Specialist & Team Lead in our UK private banking business, you would lead in communicating market strategy and investment knowledge to sophisticated clients and investment committees in portfolio reviews and investment forums, while also consulting with clients to determine their portfolio objectives and long term asset allocations. Our investment/product universe is the entire spectrum of WM 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, Lending Advisors, Wealth Advisors and Philanthropists within our UK private banking business and build rapport with clients as investment expert of the firm in order to promote services to endowments & foundations.
Job Responsibilities:
- Managing a team of 5-10 Investment Specialists, also based in London
- Plays a leading role in the investment dialogue with clients
- Advise clients on holistic asset allocation and portfolio construction and tactical asset allocation shifts
- Executes 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.
- Generates new business and regional expansion, by participating in new business opportunities with EMEA Integrated Team Members and Senior Management
- Performs sales management, including coordination of RFPs, pitches, road shows, campaigns, proposals
- Understands JPMorgan platform, solutions, investment philosophy
- Interacts effectively with the various internal product partners, banking teams, risk and compliance, marketing, etc.
Required Qualifications, Capabilities and Skills:
- Significant relevant market experience with ultra high net worth clients
- Prior management experience
- A proven track record of building trust with clients and effectively managing relationships, both externally and internally, will be vital to this role.
- Excellent 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
- Non-commissioned background (or willingness to move to such a structure)
Preferred Qualifications, Capabilities and Skills:
- Asset allocation / multi asset class portfolio or sales experience is favourable
- Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship
- Multi lingual
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.
The UK team is looking for an Investment Specialist & Team Lead to be based in London on a full time basis.
International Private Bank, Team Lead, Investment Specialist, UK Team employer: Next Frontier Capital
Next Frontier Capital is an exceptional employer, offering a vibrant work culture that fosters collaboration and innovation within the EMEA Energy sector. Employees benefit from comprehensive professional development opportunities, competitive compensation packages, and the chance to lead high-impact M&A and capital markets transactions in a dynamic environment. Join us to be part of a team that values strong leadership and proactive engagement, ensuring meaningful contributions to the energy landscape.
StudySmarter Expert Advice🤫
We think this is how you could land International Private Bank, Team Lead, Investment Specialist, UK Team
✨Tap into Campus Networks
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Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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We think you need these skills to ace International Private Bank, Team Lead, Investment Specialist, UK Team
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Next Frontier Capital.
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Research and Reflect:Before hitting that 'apply' button on Next Frontier Capital's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Next Frontier Capital
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Next Frontier Capital.
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✨Network with Industry Professionals
Before your interview, reach out to current or former Next Frontier Capital employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
