What are the responsibilities and job description for the Asset Management – Alternatives Account Manager, Private Bank– Vice President position at JPMorgan Chase?
JP 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.
As an Alternatives Account Manager in Asset Management you will have the opportunity to build relationships with stakeholders and collaborating with team members on strategic development. In this role you will be supporting operational onboarding, assisting in projects, and adhering to risk and control policies, regulatory guidelines, and security measures.
Job responsibilities
- Manage and maintain relationships with Bankers by earning trust, thoroughly understanding client needs and delivering an exceptional client experience
- Field inquiries from Private Bankers & internal stakeholders regarding JPM’s Alternative investment offerings
- Support operational onboarding and implementation of JPM products onto the private bank
- Assist in ad hoc projects / research to support Private Bank business initiatives
- Strictly adhere to all risk and control policies, regulatory guidelines and security measures
- Work in close partnership with other teams in proposing, delivering, and executing solutions for clients
- Participate in the continuing strategic development of asset management Client Service operating model and help validate proposed ideas/plans prior to implementation
Required qualifications, capabilities, and skills
- Minimum of 8 years’ experience in Wealth Management in a client facing role with a background in Investor Relations/Client Services and a focus on Alternative products (Non-Traded REITS, Tender Offer Funds, BDCs, interval funds, private funds, etc)
- Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
- Excellent verbal and written communication skills, including executive communication skills
- Solutions driven, ability to effectively execute under pressure within a fast-paced environment; extremely adaptable to ever changing business demands and expectations; ability to multi-task and manage complex assignments
- Bachelor’s degree required
Preferred qualifications, capabilities, and skills
- FINRA series 7, 66, CAIA, CFA licenses preferred
