Wealth Management Associate: Client Growth & Market Insights

Testing Site - JPMC; Singapore; On-site; SGD 70,000 - 110,000; Full time

Job summary

Testing Site - JPMC in Singapore seeks a relationship-driven professional to provide day-to-day leverage to the Senior Banker, manage client inquiries, and oversee daily account operations.

You will support the sales cycle, prepare pitch books, coordinate information, and execute client needs while partnering on investments, banking, and trust services. Market updates and portfolio reviews will be part of your regular duties.

Qualifications

• Bachelor’s degree with a minimum of 4 years’ work experience in business development or relationship management.
• Proven ability to manage relationships with clients and internal partners to drive the sales agenda.
• Strong communication and interpersonal skills with urgency and stakeholder engagement.

Responsibilities

• Provide day‑to‑day leverage to the Senior Banker on client priorities, including relationship maintenance, handling client inquiries, and overseeing daily account operations.
• Support the Senior Banker throughout the sales cycle and ongoing client management: review and prepare pitch books, coordinate information, communicate with clients, and execute on client needs.
• Partner with the Senior Banker to facilitate the sale of investments, banking, and trust services, including asset allocation for structured and managed portfolios, brokerage accounts, portfolio reviews, deposit and lending solutions, basic trust and estate products, and identification of wealth planning opportunities.
• Work closely with Investors to propose, deliver, and execute client solutions, and identify new business opportunities with the Senior Banker.
• Provide regular market updates, portfolio performance reviews, and investment opportunity and risk commentary to clients.
• Prepare presentations and proposals for senior bankers and distribute promotional materials to clients upon request.
• Track clients, AUM, and revenues using internal systems, including periodic calculation of account performance.
• Collaborate with cross‑functional teams to meet all compliance, operational, and due‑diligence requirements.

Skills

Relationship management

Communication skills

Interpersonal skills

Team player

Education

Bachelor’s degree

Job description

Testing Site - JPMC in Singapore seeks a relationship-driven professional to provide day-to-day leverage to the Senior Banker, manage client inquiries, and oversee daily account operations.

You will support the sales cycle, prepare pitch books, coordinate information, and execute client needs while partnering on investments, banking, and trust services. Market updates and portfolio reviews will be part of your regular duties.