Job ref no.: CT3128817-01#5635

Wealth Management, UHNW China Banker, Executive Director

JPMorgan Chase Bank, N.A.

  • Focus on ultra-high-net-worth (Principal Business) individuals and families, as well as institutions
  • Manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and contacts
  • Build portfolio of clients using resources and expertise of JPMorgan's platforms, products, services, and networks
  • Actively involve in prospecting and acquiring new clients, cultivate prospect lists and actively convert them into clients and deepen relationships
  • Understand each client's wealth objectives and investment requirements
  • Work in close partnership with Investors in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities
  • Maintaining client relationships, answering clients' enquiries, day-to-day account operations
  • Update clients regularly on markets, portfolio performance, investments opportunities, risks
  • May require regular travel into coverage regions to foster relationships
  • Work with junior team members in preparing presentations and proposals, and send out various proposal items to clients on request
  • Monitor ongoing and team's performance against financial and other targets - AUM, Revenue, account performances etc
  • Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies
  • Oversee private client relationships by providing strategic advice based on each client's wealth objectives. Provide access to specialists and manage clients' investment portfolios
  • Responsible for working with other team members on client sponsorship / Know Your Client
  • Supervise, coach, and train junior staffs to maximize their individual contribution to the team as required

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Interested parties please click Apply Now to apply job.

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

More job information
Job ref no. CT3128817-01#5635
Salary
Job Function
Industry
Employment Term
  • Permanent
  • Full-time
Experience
  • 0 year - 5 years
Career Level
  • Middle management level
Education
  • Degree