Investor – Vice President

About the role

The Investor – Vice President will join a global team focused on ultra‑high‑net‑worth (UHNW) clients. Working closely with senior investors, you will manage existing discretionary and advisory portfolios while driving new business development.

Key responsibilities

• Collaborate with Global Investors and Bankers to oversee discretionary and advisory client portfolios.
• Understand client investment objectives and advise on portfolio construction, asset allocation, tactical shifts, and security selection.
• Implement investment solutions across mutual funds, structured products, hedge funds, private equity, equities, bonds, FX, and other brokerage transactions.
• Identify and develop new business opportunities within the existing client base.
• Support marketing initiatives with Bankers to convert prospects into clients.
• Deliver performance reviews for traditional and non‑traditional assets, including JPM and third‑party products.
• Cross‑sell JPMorgan services, products, and solutions.
• Travel for client visits as required.

Required profile

• 8+ years of experience advising clients on financial markets and instruments.
• Strong marketing ability to translate complex ideas into practical solutions.
• Deep knowledge of a broad range of investment products.
• Drive, ambition, and a proven record of success with diverse client groups.
• Excellent communication and presentation skills to build credibility and trust.
• Team‑player mindset with a focus on innovation, customer service, partnership, and entrepreneurship.
• Capital markets or institutional brokerage background.
• Knowledge of local regulatory policies and appropriate licenses.
• Fluency in French and English.

Required skills