The Wealth Management Team Leader is responsible for various processes within the life cycle of financial products. The individual will be expected to work in a team environment supporting a variety of other areas within the firm such as Front Office, Finance, Tax, Legal and other operations team. The successful candidate will be required to quickly learn, understand and support as needed the functions and services provided by the middle office team. J.P. Morgan Asset & Wealth Management, with client assets of $2.5 trillion, 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.
Core Responsibilities
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