JPMorganChase
International Private Bank, Investment Specialist, Executive Director, UK Team
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Job Description: Investment Specialist & Team Lead (UK Private Banking)
For those with an entrepreneurial spirit, a tenacity to succeed, and a passion for delivering world-class service to our clients, this role presents an exciting opportunity to advance your career. We are actively seeking exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients.
Job Summary
As an Investment Specialist & Team Lead in our UK private banking business, you will lead in communicating market strategy and investment knowledge to sophisticated clients and investment committees during portfolio reviews and investment forums. You’ll also work closely with clients to assess their portfolio objectives and long-term asset allocations.
Our portfolio covers the entire spectrum of WM open architecture platforms, including Fixed Income, Equities, Alternatives, and global multi-asset mandates. Quickly establishing credibility internally and externally, you will partner with Private Bankers, Investors, Lending Advisors, Wealth Advisors, and Philanthropists to build strong client relationships and promote services to endowments & foundations.
Job Responsibilities
- Managing a team of 5–10 Investment Specialists based in London
- Taking a leading role in investment dialogues with clients
- Advising clients on holistic asset allocation and portfolio construction, and tactical shifts
- Executing customised investment solutions across Investment Management, Mutual Funds, Structured Products, Hedge Funds, Private Equity, Foreign Exchange, as well as traditional brokerage transactions in line with client plans
- Generating new business and expanding regionally by collaborating with EMEA Integrated Team Members and Senior Management
- Overseeing sales management, including:
- Coordination of RFPs, pitches, road shows, and proposals
- Demonstrating expertise on the J.P. Morgan platform, solutions and investment philosophy
- Working effectively across internal product partners, banking teams, risk and compliance, and marketing
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Required Qualifications, Capabilities & Skills
- Significant market experience working with ultra high-net-worth clients
- Prior management experience
- A proven ability to build trust with clients and manage relationships—both externally and internally
- Strong communication skills (excel in both verbal and written exchanges); must convey investment knowledge with credibility
- Exceptional presentation and interpersonal skills
- Tenacious, ambitious personality with a track record of success in client-facing roles
- Superior analytical and computer skills
- Non-commissioned background (or willingness to transition to this structure)
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Preferred Qualifications, Capabilities & Skills
- Experience in asset allocation, multi-asset class portfolio sales
- Ability to thrive in a collaborative culture that values innovation, customer service, and partnership
- Multilingual capabilities
About Us
J.P. Morgan is a global leader in financial services, delivering strategic advice and solutions to leading corporations, governments, wealthy individuals, and institutional investors. Our commitment to serving clients in a world-class manner drives everything we do.
We believe our people are our strength, and our diverse workforce fuels our success. As an equal opportunity employer, we embrace inclusion and do not discriminate based on any protected attribute. We also support accommodations for religious practices, disabilities, and mental health needs. Visit our FAQs for further details on accommodations.
About the Team
J.P. Morgan’s Asset & Wealth Management offers industry-leading investment solutions.
- Asset Management provides individuals, advisors, and institutions with expertise across global asset classes through a network of financial professionals.
- Wealth Management helps individuals, families, and foundations approach wealth strategically to better realise their long-term goals.
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