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Wealth Management, UHNW China Banker, Vice President
August 16, 2019
J.P.Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to UHNW 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.
Private Banking is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth.
Focus on China UHNW individuals and families
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