Posted on 2022-08-05

Wealth Management, UHNW China Investor, Vice President

JPMorgan Chase Bank, N.A.


Job Description:

  • Work within a broad team of Global Investors and Bankers to manage discretionary and advisory client portfolios
  • Understand client's investment plan and objectives
  • Advise on portfolio construction including overall asset allocation, tactical shifts and security selections
  • Market and implement investment solutions in accordance with clients' asset allocation. Such solutions will be delivered either on a discretionary or advisory basis and will include: mutual funds, structured products, hedge funds, private equity, as well as execution of more traditional brokerage transactions such as equities, bonds, foreign exchange, etc
  • Grow new assets by identifying and developing new business opportunities from existing client base
  • Support and participate in new marketing initiatives, alongside Bankers, to help convert prospects to clients
  • Deliver performance reviews to clients across traditional and non-traditional assets - JPM and third party
  • Cross-selling other JPMorgan services, products and solutions
  • A certain amount of travelling and client visits will be required


  • Market experience (advising clients on financial markets and financial instruments)
  • Superior marketing skills with the ability to translate complex ideas into simple, practical forms
  • Subtle, but effective sales skills
  • Strong knowledge of investment products with the ability to extend beyond a single product to a multi-product focus
  • 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
  • Superior analytical skills; strong computer 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
  • Non-commissioned background (or willingness to move to such a structure)
  • Capital markets or institutional brokerage experience
  • Strong knowledge of local regulatory policies and guidelines
  • Appropriate local regulatory qualifications and licenses
  • Fluency in English and Mandarin required with Cantonese a definite plus

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More job information
Job Function
  • Central
  • Western District
Employment Term
  • Permanent
  • Full-time
Career Level
  • Senior management level
  • N/A