Current jobs related to Uk Investment Specialist, London - London, Greater London - JPMorgan Chase Bank, N.A.

  • Investment Reporting Specialist

    13 hours ago

    London, Greater London, United Kingdom Insight Investment Full time

    Job Title: Tailored Investment Reporting AssociateInsight Investment is seeking a skilled Tailored Investment Reporting Associate to join its Client Reporting team in London. In this role, you will provide tailored client reporting solutions to clients across a range of investment strategies on both a recurring and ad-hoc basis.Key Responsibilities:Produce...

  • Investment Reporting Specialist

    9 hours ago

    London, Greater London, United Kingdom Insight Investment Full time

    Job Title: Tailored Investment Reporting AssociateInsight Investment is seeking a skilled Tailored Investment Reporting Associate to join its Client Reporting team in London. In this role, you will provide tailored client reporting solutions to clients across a range of investment strategies on both a recurring and ad-hoc basis.Key Responsibilities:Produce...

  • Investment Reporting Specialist

    1 day ago

    London, Greater London, United Kingdom Insight Investment Full time

    Job OpportunityWe are seeking a skilled Tailored Investment Reporting Associate to join our Client Reporting team in London. As a key member of our team, you will be responsible for providing tailored client reporting solutions to clients across a range of investment strategies.Key ResponsibilitiesProduce accurate and timely client reporting requirements,...

  • Investment Reporting Specialist

    1 day ago

    London, Greater London, United Kingdom Insight Investment Full time

    Job OpportunityWe are seeking a skilled Tailored Investment Reporting Associate to join our Client Reporting team in London. As a key member of our team, you will be responsible for providing tailored client reporting solutions to clients across a range of investment strategies.Key ResponsibilitiesProduce accurate and timely client reporting requirements,...

  • Investment Internship Opportunity – London

    3 weeks ago

    London, Greater London, United Kingdom Capstone Investment Advisors Full time

    Program OverviewCapstone Investment Advisors is seeking bright and motivated candidates to join their investment teams for a summer internship. The internship is a 10-week program that provides a unique opportunity to learn about various investment strategies and gain hands-on experience in the field.Key ResponsibilitiesAssist in the analysis and evaluation...

  • Investment Internship Opportunity – London

    3 weeks ago

    London, Greater London, United Kingdom Capstone Investment Advisors Full time

    Program OverviewCapstone Investment Advisors is seeking bright and motivated candidates to join their investment teams for a summer internship. The internship is a 10-week program that provides a unique opportunity to learn about various investment strategies and gain hands-on experience in the field.Key ResponsibilitiesAssist in the analysis and evaluation...

  • Investment Research Specialist

    4 weeks ago

    London, Greater London, United Kingdom MFS Investment Management Full time

    About the RoleMFS Investment Management is seeking a highly skilled Investment Research Specialist to join our team. As an Investment Research Specialist, you will be responsible for conducting in-depth research on various industries and global regions to develop specific company and stock recommendations for our portfolios.Key ResponsibilitiesConduct...

  • 2025 Investment Internship – London

    3 weeks ago

    London, Greater London, United Kingdom Capstone Investment Advisors Full time

    Program OverviewCapstone Investment Advisors is seeking bright and motivated candidates to join their investment teams for a summer internship. The internship is a 10-week program that provides a unique opportunity to learn about various investment strategies and gain hands-on experience in the financial industry.Key Program ComponentsProject-Based Learning:...

  • 2025 Investment Internship – London

    3 weeks ago

    London, Greater London, United Kingdom Capstone Investment Advisors Full time

    Program OverviewCapstone Investment Advisors is seeking bright and motivated candidates to join their investment teams for a summer internship. The internship is a 10-week program that provides a unique opportunity to learn about various investment strategies and gain hands-on experience in the financial industry.Key Program ComponentsProject-Based Learning:...

  • Investment Research Specialist

    4 days ago

    London, Greater London, United Kingdom MFS Investment Management Full time

    About MFS Investment ManagementMFS Investment Management is a global investment firm that puts people first and demonstrates care and compassion for our community and each other. We have a global footprint of investment professionals and manage more than $550 billion in equity and fixed income assets.Job OverviewWe are seeking a skilled Investment Research...

  • Investment Research Specialist

    4 days ago

    London, Greater London, United Kingdom MFS Investment Management Full time

    About MFS Investment ManagementMFS Investment Management is a global investment firm that puts people first and demonstrates care and compassion for our community and each other. We have a global footprint of investment professionals and manage more than $550 billion in equity and fixed income assets.Job OverviewWe are seeking a skilled Investment Research...

  • Investment Research Specialist

    1 day ago

    London, Greater London, United Kingdom MFS Investment Management Full time

    About MFS Investment ManagementMFS Investment Management is a global investment firm that puts people first and demonstrates care and compassion for our community and each other. We have a global footprint of investment professionals and manage more than $550 billion in equity and fixed income assets.Job OverviewWe are seeking a skilled Investment Research...

  • Investment Research Specialist

    1 day ago

    London, Greater London, United Kingdom MFS Investment Management Full time

    About MFS Investment ManagementMFS Investment Management is a global investment firm that puts people first and demonstrates care and compassion for our community and each other. We have a global footprint of investment professionals and manage more than $550 billion in equity and fixed income assets.Job OverviewWe are seeking a skilled Investment Research...

  • London Investment Internship – Summer 2025

    3 weeks ago

    London, Greater London, United Kingdom Capstone Investment Advisors Full time

    Program OverviewCapstone Investment Advisors is seeking bright and motivated candidates to join their investment teams for a summer internship. The internship is a 10-week program that provides a unique opportunity to learn about various investment strategies and gain hands-on experience in the field.Key ResponsibilitiesAssist in the analysis and evaluation...

  • London Investment Internship – Summer 2025

    3 weeks ago

    London, Greater London, United Kingdom Capstone Investment Advisors Full time

    Program OverviewCapstone Investment Advisors is seeking bright and motivated candidates to join their investment teams for a summer internship. The internship is a 10-week program that provides a unique opportunity to learn about various investment strategies and gain hands-on experience in the field.Key ResponsibilitiesAssist in the analysis and evaluation...

  • Investment Management Marketing Compliance Specialist

    3 weeks ago

    London, Greater London, United Kingdom Royal London Full time

    About the RoleWe are seeking a highly skilled Investment Management Marketing Compliance Specialist to join our team at Royal London. As a key member of our Marketing and Communications team, you will play a pivotal role in ensuring the compliance of our financial promotions and documents with FCA rules.Key Responsibilities:Assess and approve Royal London...

  • Investment Management Marketing Compliance Specialist

    3 weeks ago

    London, Greater London, United Kingdom Royal London Full time

    About the RoleWe are seeking a highly skilled Investment Management Marketing Compliance Specialist to join our team at Royal London. As a key member of our Marketing and Communications team, you will play a pivotal role in ensuring the compliance of our financial promotions and documents with FCA rules.Key Responsibilities:Assess and approve Royal London...

  • Investment Guidelines Specialist

    7 days ago

    London, Greater London, United Kingdom Insight Investment Full time

    Job Title: Guideline Coding AnalystJoin Insight Investment, a leading asset manager, as a Guideline Coding Analyst and play a crucial role in ensuring the operational soundness of investment guidelines.About the Role:The Guideline Management team is responsible for implementing, coding, and monitoring investment guidelines. As a Guideline Coding Analyst, you...

  • Investment Guidelines Specialist

    7 days ago

    London, Greater London, United Kingdom Insight Investment Full time

    Job Title: Guideline Coding AnalystJoin Insight Investment, a leading asset manager, as a Guideline Coding Analyst and play a crucial role in ensuring the operational soundness of investment guidelines.About the Role:The Guideline Management team is responsible for implementing, coding, and monitoring investment guidelines. As a Guideline Coding Analyst, you...

  • Investment Guidelines Specialist

    3 days ago

    London, Greater London, United Kingdom Insight Investment Full time

    Job Title: Guideline Coding AnalystJoin Insight Investment, a leading asset manager, as a Guideline Coding Analyst and play a crucial role in ensuring the operational soundness of investment guidelines.About the Role:The Guideline Management team is responsible for implementing, coding, and monitoring investment guidelines. As a Guideline Coding Analyst, you...

Uk Investment Specialist, London

3 months ago

London, Greater London, United Kingdom JPMorgan Chase Bank, N.A. Full time

This is an exciting opportunity for you to join a dynamic, diverse team within the UK market of J.P Morgan's EMEA Private Banking business.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients.

If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you.

You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.


Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world.

Through our integrated and diverse platform we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and complexities they face in the ever evolving financial services space.


The Role:


The Investor will communicate market strategy and investment knowledge to clients and investment committees in portfolio reviews and investment forums.

The Investor will consult with clients to determine their portfolio objectives and long term asset allocations.

The investment/product universe is the entire spectrum of WM open architecture platform including Fixed Income, Equities, Alternatives and global multi-asset mandates.


The job requires the ability to 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.

A high level of professionalism and diligence in meeting client expectations will be essential to increasing the quantity and quality of effective client relationships.


Primary Functions:

  • Plays a leading role in the investment dialogue with clients
  • Understand client's investment plan, goals and objectives to develop and implement investment plan
  • 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.


  • Conducts investment reviews with clients to validate the clients' current investment objectives and prepare recommendations
  • Drives new business development and regional expansion
by:

  • Drives new business development and regional expansion
  • 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
  • Interacts with clients and prospects, understanding their issues, motivations and factors that are key for success
  • Additionally
  • Understands JPMorgan platform, solutions, investment philosophy
  • Interacts effectively with the various internal product partners, banking teams, risk and compliance, marketing, etc.
  • Provide guidance to junior staff

Qualifications

  • Significant relevant market experience (dealing with UHNW clients or fund management)
  • Asset allocation / multi asset class portfolio or sales experience is preferable
  • Strong knowledge of investment products with the ability to extend beyond a single product to a multiproduct focus
  • Strong presentation and interpersonal skills
  • Personality marked by drive and ambition with demonstrated success in dealing with a wide range of clients
  • Superior analytical skills; strong computer skills
  • Ability to thrive in an internal culture that points to innovation, customer service, internal partnership and entrepreneurship
  • Team player capable of working effectively with many business partners
  • Noncommissioned background (or willingness to move to such a structure)


Having a proven track record of building trust with clients and effectively managing relationships, both externally and internally, will be vital to this role.

Possessing a collaborative spirit and the ability to work effectively in a team, as well as valuing the innovation and creativity that diversity of thought brings, is essential.

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 s