Private Bank - Fixed Income Client Portfolio Manager - Latin America Job Listing at J.P. Morgan in NY, New York (Job ID 130004000)

JPMorgan Chase

J.P. Morgan

Location: NY, NEW YORK
Posted: 06/07/2013
Refreshed: 06/18/2013
Application deadline: None
Type: Full time
Career Level: Not specified
Salary Range: Not specified
Number of Jobs: 1
Relocation Available: No
Show all jobs for J.P. Morgan
Industries
Finance
Description
J.P. Morgan Private Bank Fixed Income Client Portfolio Manager - Latin America The J.P. Morgan Private Bank, which includes both the Ultra High Net Worth and High Net Worth businesses, offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities and was recognized in February 2010 by Euromoney as the#1 Private Bank for High Net Worth and Ultra High Net Worth individuals in the United States. We have more than 1,800 client advisors in 120 offices in 11 countries and 25 states. Role Overview: The role requires a candidate with a strong background in Fixed Income with a good understanding of various fixed income investment strategies and sectors. You will lead the marketing effort in LatAm region for the Fixed Income discretionary platform at J.P. Morgan Private Bank. You would be the primary CPM (client portfolio manager) and be the liaison between JPM Investment Management and the client in regards to strategy, performance and account reviews. Strong communication and client facing skills are required. Responsibilities:
  • Primary contact in LatAm for all discretionary Fixed Income business. Typical products include Segregated Mandates, FI Modules and Fund products. You would be responsible for portfolio reviews, client meetings with bankers and investors, new business development and working with JPM Asset Management on investment management and new product development.
  • You would be the point person to help win new managed FI business and work directly with bankers and investors to grow this opportunity.
  • Meeting Revenue and AUM targets for the FI discretionary business
  • Ownership of idea generation, relative value opportunities, sales campaign through various mediums (email, client calls, morning meetings etc).
  • Liaising with various internal and external teams from inquiry inception through proposal and implementation.
  • Expanding/improving the platform/infrastructure, improving processes, new business initiative approval, new products approval

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