Job ref no.: CT3128817-01#5925

Wealth Management, UHNW Single Advisor, Hong Kong and Philippines, Associate

JPMorgan Chase Bank, N.A.

J.P. Morgan Asset Management, with client assets of $2.6 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.

J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm.

The Single Coverage team is a key member of our wealth management front office team and works closely and directly with clients to meet their investment goals and objectives. The role is a hybrid between the current banker and the investment specialist role in the Private Bank in Asia.

Responsibilities
 

  • Support and manage all aspects of client relationships across the team; develop and maintain long-term relationships through professional/personal networks and contacts
  • Operate in both banker and investor capacity, and handle/coordinate with various teams on both overall account inquiries/maintenance as well as on investment-related aspects
  • Articulate and deliver strategic messages to their portfolio, prepare presentations and proposals, and take both solicited and unsolicited orders in all asset classes
  • Update clients regularly on markets, portfolio performance, investments opportunities, risks
  • Partner with the client including (but not limited to) updating KYC information, client suitability profile, hosting client meetings, monitoring funds/asset transfer and handling client ad-hoc queries.
  • Collaborate with the other integrated team members to provide a high quality of client service
  • Keeping track of Clients, AUMs and Revenues using our internal systems; periodic calculation of account performance
  • Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies

Qualifications
 

  • 3 years' + experience in the Financial Services and/or Banking industry. Client Service background is a plus.
  • Ideally understand and have a working knowledge of the private banking key regulatory and control environments that are relevant to the team and be able to manage the accounts accordingly.
  • Proven client management skills and effective communication skills (oral and written) who can positively engage and influence clients as well as internal stakeholders.
  • Strong organizational and prioritization skills.
  • Operate with a high level of integrity and risk awareness.
  • Must be a team player and able to work with different business functions across the bank.
  • As the role is an important contributor to the strategy of JPM, comfort and experience working with and reporting to senior management is required.
  • Appropriate local regulatory qualification and licenses
  • Fluency in English mandatory, Cantonese and/or Mandarin strongly preferred
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.

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More job information
Job ref no. CT3128817-01#5925
Salary
Job Function
Industry
Employment Term
  • Permanent
  • Full-time
Experience
  • 3 years - 8 years
Career Level
  • Non-management level
Education
  • Degree