Wealth Management, Cross Asset Derivative Specialist: VP
JPMorgan Chase · New York, United States · 12d ago
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.
The Role Includes and Job Responsibilities are:
- Specialized expertise in derivatives, particularly experience in sales and/or trading of OTC derivatives and structured products.
- Development and Execution of Equities, FX, Commodities and Rates solutions in the full product range, including cash, derivatives and structured products.
- Build strategic relationships with Private Bank advisors throughout the US and Latin America.
- Regular client engagement to discuss our markets, views and to offer solutions
- Work with strategists to develop and present on investment ideas
- Maintain relationships with the traders in JPM Investment Bank and external counterparties to execute transactions
- Manage market risks from a pricing and execution perspective, follow risk & compliance policies and procedures.
- Providing education and marketing materials (including pitch books) for sales force and clients
- Assisting the marketing effort of trade ideas
- Contributing and participating in internal marketing forums (daily morning meeting)
- Monitor and communicate business metrics to management on a periodic basis.
- Help identify business strategy to support growth and platform enhancements.
- Follow economics, international finance, foreign exchange/rates research and international news events.
Required Qualifications, Skills and Capabilities:
- Specialized expertise in derivatives, particularly experience in sales and/or trading of OTC derivatives and structured products.
- Spanish and/or Portuguese preferred