International Private Bank- Advisor Experience Product Associate
JPMorgan Chase & Co
Singapore, Singapore
1d ago

J.P. Morgan Asset and Wealth Management Advisor Experience Product Manager, Associate, Singapore

About Asset and Wealth Management

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries.

It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking .

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.

Our team of specialists works seamlessly to help our clients achieve their financial goals and aspirations. We’re proud to be named 2019 Best Private Bank for Ultra-High-Net-Worth Clients’ by Euromoney : Egypt, France, Greece, Italy, Lebanon, Qatar, Spain, United Arab Emirates and UK.

Our team

As part of the International Private Bank (IPB) Digital & Data Transformation (DDT) organization, the IPB Advisor Experience team is focused on transforming and simplifying the way our advisors and clients do business in the IPB.

The team seeks to deeply understand the advisor workflow and design end-to-end journeys bringing the advisor and client experience closer together.

It’s an exciting time to be transforming our business and you will be one of the key leaders driving strategic change, helping to accelerate the business growth and achieve efficiency goals globally.

Job description

As an IPB Advisor Experience Product Manager, you will be responsible for driving change working on new and existing products and bringing innovative solutions to life for client advisors.

You will need to deeply understand the advisor workflows and pain-points, provide a vision for how to transform the workflows by providing ideas, concepts and designs for future state workflows.

The products are large, complex and transformative for our business.

Candidates should have excellent written and oral communication skills, strong interpersonal skills, and outstanding analytical and research skills.

In addition to being a seasoned, well trained professional, the successful candidate should be a strategic thinker, foster teamwork and collaboration.

Core Responsibilities

  • Review and analyze the current-state of IPB advisor workflows across the advisor lifecycle : CRM, Onboarding, Wealth Planning / Advice, Trade Execution, and Portfolio Analytics & Reporting.
  • Develop future-state along with quick-wins to improve incrementally as we drive the strategic state. Work with advisors and key stakeholders in the region to prioritize opportunities.
  • Lead the idea-generation process : ideas, concepts, designs and roadmap for how to bring the designs to life on-screen’ for our advisors to improve their experience.
  • Continue to drive change throughout the organization in partnership with digital / design, technology and our stakeholders by building a detailed roadmap to transform advisor platform, workflows and applications.
  • Participate in our IPB Advisory Council : The monthly forum for senior advisors to engage and partner on our strategy, roadmap, priorities and projects.
  • This group of advisors will be looking for your leadership to realize the transformation agenda.

  • Be very in touch’ with Advisor needs. Must be assessable, on the Advisor floor’, and engaging in gaps in the workflow, processes and experiences.
  • Build requirements : Evaluate business problem, request or regulatory requirement. Understand business background, risks / gaps, current operating procedure and systems workflow.
  • Document business requirements.

  • Lead local IPB projects : Be the lead product manager in partnership with digital, design and technology. End-to-end management and lead the product delivery across the full-lifecycle, from ideation and research to customer-facing design, advisor design, and technological development to production testing, piloting and broad rollout.
  • Embody true customer-obsession in identifying and leveraging user data, industry trends, and varying forms of customer and advisor feedback to shape our onboarding design and roadmap
  • Qualifications

  • 3+ years of experience in financial services, preferably with experience in wealth management, asset management, digital banking, or a closely related business.
  • Prior Wealth Management experience helpful. Former experience as an Advisor is a strong plus.

  • Experience in product reviews, interaction with advisors, developing concepts and designs for future state workflows. Ability to drive concepts to execution.
  • Ability to manage multiple products and managing product deliveries with varying timelines, priorities and complexities.
  • Strong influencing and leadership skills to ensure execution and engagement across our leadership, advisors and execution partners.
  • Ability to build successful internal partnerships across an organization and build consensus on priorities.

  • Strategic mindset to ensure a proper roadmap is built for our IPB Advisor Experience.
  • Effective communicator with excellent written communication skills. Ability to crisply articulate complex technical concepts to senior audiences with poise and confidence.
  • Highly self-motivated and ability to remain calm under intense pressure. Excellent organizational skills, ability to multi-task and manage priorities.
  • Strong understanding of different technological development methodologies (e.g., Agile, Waterfall) and design techniques with ability to successfully lead regardless of approach.
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