About this role
Job Summary
As an International Private Bank, UHNW Investor, Managing Director in the China team (Hong Kong based) of J.P. Morgan Private Bank, you are responsible for advising UHNW clients on building, preserving and managing their wealth. You will use your knowledge of multi assets investments to partner up closely with bankers/ solution partners, and advise clients on all aspects of investments. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Provide investment advisory services and recommendations across multiple asset classes to Private Banking clientsService and develop clients by providing investment advice in a holistic approach (including discretionary and advisory) through a combination of technical knowledge and a structured investment approachMaintain investment dialogue with the most complex clients on understanding goals and objectives, developing and implementing overall investment planIdentify product solutions for client needs, based on house view on the marketProvide advice and investment solutions according to relevant legal and compliance requirementsWork in close partnership with Private Bankers in providing investment expertise to existing and prospective clients, as well as in identifying new business opportunitiesInvolve in new marketing initiatives for more complex clients along with other team membersContribute to trade ideas suitable for the Bank's active client baseAct independently within established policy guidelines and in accordance with clientAdhere to the Bank's policies and procedures thereby protecting the business from financial and reputational risksSupervise, coach, and train junior staff to maximize their individual contribution to the team as requiredWork together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policiesMay require regular travel into coverage regions to foster relationships Personal Attributes & Requirements
University degree holder and / or with 15+ years of professional experience in a similar capacityFluency in English and Mandarin is required for dealing with maindland Chinese clientsStrong leadership and management skillsStrong analytical and communication skillsStrong understanding of the needs and sensitivities of clients (private individuals and families)Proven track record on investment sales and / or relationship management performanceThorough knowledge of the full range of solutions and investment products and strong knowledge of relevant financial markets and instrumentsAble to work under minimal supervision; adaptable to work in demanding environmentDetail-oriented and results-focusedStrong knowledge of local regulatory policies and guidelinesAppropriate local regulatory qualification and licenses
ABOUT US
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.