Job Description As an Associate Investor in the UHNW Italy team, you would communicate market strategy and investment knowledge to clients while also consulting with them to determine their portfolio objectives and long term asset allocations. Our investment/product universe is the entire spectrum of Wealth Management open architecture platform including Fixed Income, Equities, Alternatives and global multi-asset mandates.
You would quickly 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.
Job Responsibilities Play a leading role in the investment dialogue with clients
Advise clients on holistic asset allocation and portfolio construction and tactical asset allocation shifts
Execute 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.
Generate new business and regional expansion, by participating in new business opportunities with EMEA Integrated Team Members and Senior Management
Understand the J.P. Morgan platform, solutions, investment philosophy
Interact effectively with the various internal product partners, banking teams, risk and compliance, marketing, etc
Required Qualifications, Capabilities And Skills Relevant market experience advising UHNW clients within Italy
A proven track record of building trust with clients and effectively managing relationships, both externally and internally, will be vital to this role
Excellent communication skills – you would be articulate both verbally and on paper and able to generate trust with clients through a credible discussion on investment matters
Strong presentation and interpersonal skills
Personali

📌 International Private Bank, Associate, Investor, Italy (Milano)
🏢 Altro
📍 Milano