Job ref no.: CT3114386-01#5485

Wealth Management, China Team, Banker Professional

JP Morgan Chase

J.P. Morgan Private Bank has been helping the world’s wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Private Bank advisors in 110 offices in 25 states and 20 countries, the Private Bank provides clients with a global perspective delivered through a local, dedicated team of specialists focused on fundamental wealth management disciplines, including investment management, wealth structuring, philanthropy, credit and banking.

Position Summary:

Provide support to team consisting of Bankers in all facets of daily business routine, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.

  • Provide basic client management
  • Prepare and review prospect/banking products pitches
  • Validate source of wealth of clients
  • Periodic updating of client backgrounds
  • Client invitation/nominations for events
  • Account opening approval coordination
  • Client applications for investment programs
  • Daily account administration: unblocking of accounts, setting up credit lines
  • College degree required
  • Minimum 1-2 years industry related experience preferred
  • PowerPoint and Excel expertise required
  • Excellent interpersonal skills, both written and oral
  • Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy
  • Ability to multi-task and manage priorities effectively
  • Good judgment and problem solving skills
  • Absolute discretion when dealing with confidential matters
  • Ability to work both independently and as a team player
  • Exceptional follow-up and follow-through skills
  • Detail-oriented
  • General comfort level with Internet/Intranet usage and ability to learn proprietary software
  • Fluent written and spoken English and Chinese

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More job information
Job ref no. CT3114386-01#5485
  • N/A
Job Function
  • 1 year - 7 years
Career Level
  • Non-management level
  • Degree