Goals Based Specialist - IPB Lead

Last updated 17 minutes ago
Location:Greater London
Job Type:Full Time

J.P. Morgan Asset and Wealth Management – Goals-Based Specialist

Executive Director, London

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

We believe that wealth managed with intent leads to better outcomes for our clients. By listening and focusing on clients first (rather than products), we can better understand their needs, concerns, and goals, to determine how products and performance align to enable clients to achieve their desired outcomes. This foundation builds stronger relationships and leads to higher client satisfaction.

Job Description

The International Private Bank (IPB) Goals Based Specialist is charged with driving the widespread adoption of Goals Based Advice across all IPB Advisors.The Goals Based Specialist will create a shift in culture and thought process of the Advisors by integrating a client objective mindset with the broad array of ideas, solutions, products and themes developed throughout AWM.


  • Develop goals based strategies for international clients

  • Train and coach client-facing Advisors on techniques for integrating a goals based advisory approach in their daily client interactions

  • Position, on an ongoing basis, current investment strategies and solutions so that Advisors can discuss them in the context of alignment with a client’s objectives

  • Develop high-impact content and materials

  • Present at client events and lead high-touch market engagements

  • Partner with the US Private Bank to ensure alignment of strategies

  • Coordinate closely with Investment Specialists and Wealth Advisors to ensure consistent messaging across different disciplines

  • Develop tools and technologies for analytic financial planning illustrations of varying complexities, responding to demands of different international markets

  • Train Advisors on the effective use of financial planning tools so that Advisors are empowered to independently lead effective client engagements


  • 10+ years of complex financial investment experience and tax and wealth planning concepts

  • Must hold a Bachelor degree; MBA or JD degree preferred
  • Technical planning certification (e.g., CFP, CPWA, CIMA)

  • Proven track record of team leadership and delivering on large organizational initiatives

  • Must have experience with a broad array of banking and investments strategies

  • Detail oriented with strong analytical/problem solving skills and ability to work within a team and thrive in a highly visible and fast paced work environment
  • Ability to effectively manage multiple projects and tasks
  • Superior verbal and written communication skills
  • Proficiency in Word, Excel and PowerPoint