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Wealth management, fx direct access clients (dac)

London
Wealth manager
Posted: 13 September
Offer description

Description You will be the first member of the FX DAC team to be based in the UK ( and part of a global team based across HK, Singapore & Switzerland ), with direct client coverage for FX & PM, which includes advice, portfolio risk management, pricing and execution across spot, forward & OTC derivatives. You will form an integrated part of a coverage team that focuses primarily on UHNW clients (both existing and prospective), with this role having a specific focus on driving FX & Precious Metals (both cash and derivatives) activity across the client spectrum. The wider coverage team is responsible for managing the portfolios (both discretionary and non-discretionary) of Private Banking clients across a range of products (equities, fixed income, foreign exchange, OTC derivatives, structured products, alternative investments and private equity). You will be expected to work closely with the Solutions team that has a responsibility for developing market views, investigating and determining the best execution vehicles to express market views (both tactical and longer-term), as well as the marketing of investment ideas. Job Responsibilities Working closely with the broader coverage team to ensure that FX activity is aligned with clients’ investment plans and objectives. Increasing FX activity with existing clients, as well as working with key stakeholders to identify potential new clients who might be suitable for the DAC offering. Daily client interaction (over the phone or in person) to discuss markets and to offer solutions. Quantitative and qualitative analysis on markets and trade ideas. Developing and presenting ideas that may be suitable across the franchise. Building relationships with key stakeholders across the PB in Asia, EMEA and the US. Developing connectivity with sales, trading and research partners within JP Morgan CIB. Required qualifications, capabilities and skills Must have relevant experience in FX / PM markets (either advising clients, trading or structuring). There is a core need for quantitative and technical skills for this position, including an extensive knowledge of FX options, specifically from a risk management stand point. Understanding of market risks from a pricing and execution perspective. Efficiency and accuracy in pricing various trade strategies. Proficiency with electronic trading systems is preferred. Demonstrating a strong interest and passion for financial markets, international affairs and geopolitical events. Superior analytical and marketing skills with the ability to translate complex ideas into simple, practical forms. Preferred qualifications, capabilities and skills Personality marked by drive and ambition with demonstrated success in dealing with a wide range of clients. Communication style that will enhance credibility and create trust with clients; strong presentation skills. Ability to thrive in an internal culture that points to innovation, customer service, internal partnership and entrepreneurship. Team player capable of working effectively with many business partners. Strong knowledge of local regulatory policies and guidelines & appropriate local regulatory qualifications and licenses.

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