DESCRIPTION: Duties: Analyze client's investment objectives, liquidity needs, and risk tolerance. Develop investment policy statements and advise on multi-class asset allocation, portfolio rebalancing and hedging strategies. Research financial market dynamics and evaluate investment opportunities using both proprietary and external financial analysis tools such as Bloomberg and Factset. Monitor market movers and provide clients with prompt updates. Take ownership of managing cross-border ultra-high-net-worth client relationships with Asian nexus and act as the primary source for investment communication. Communicate with clients daily to discuss market outlook and investment opportunities. Independently conduct client meetings and portfolio performance reviews. Provide appropriate investment recommendations across equity, fixed income, derivatives and alternative investments. Propose brokerage trading recommendations. Place brokerage trades across equity, fixed income, FX, and structured derivatives. Advise clients on trade execution across US, Asian and European markets with an understanding of settlement requirement in those markets. Manage sales of complex investment products and collaborate with Lending Advisors, Trust Officers and Wealth Advisors to provide comprehensive cross-border wealth management solutions. Adhere to internal and external policies and procedures regarding securities transactions and code of conduct. QUALIFICATIONS: Minimum education and experience required: Bachelor's degree in Financial Actuarial Mathematics, Mathematical Economics, Business Administration, Finance, Math, or related field of study plus 3 years of experience in the job offered or as Investor Specialist, Program Analyst, Analyst, Financial Controlling, or related occupation. Skills Required: Requires experience in the following: Cross border wealth management including multi-asset investments, credit lending, deposits, trust and financial planning; Sales management for cross border clients with Asia Pacific nexus; Global capital markets; complex financial products including global equities, fixed income (including investment grade, high yield, and securitized credit), equity derivatives, commodities, rates, private equity (including venture capital, growth equity, buyout, and secondaries), hedge funds (including long short equity, global macro, multi-strategy, relative value, and event driven), and other alternative investments; Goal based planning using Monte Carlo simulation and long term capital market assumptions; Trading across equity, fixed income, FX and structured derivatives; Risk management and account operations management; Global macroeconomics and understanding of US, Europe and Asia financial markets; Bloomberg and FactSet; Analyzing financial market dynamics; Financial reporting; Asset allocation; Liquidity cash management and portfolio rebalancing; Financial data analysis.. Job Location: 560 Mission St., San Francisco, CA 94105. This position requires up to 10% domestic and international travel. Full-Time. Salary: $150,000 - $150,000 per year. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** San Francisco, CA $150,000.00 - $150,000.00 / year\n