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JPMorgan Chase & Co .is a leading global financial services firm with assets of more than $2.7trillion, over 240,000 employees and operations in over 60 countries. Itoperates across four business segments including Asset & Wealth Management,Corporate and Investment Banking, Commercial Banking and Consumer and CommunityBanking .
J.P. Morgan Asset & WealthManagement, is a global leader in investment and wealth management. Its clientsinclude institutions, ultra-high-net-worth individuals and retail investors inevery major market throughout the world. The division offers investmentmanagement across all major asset classes including equities, fixed income,alternatives, multi-asset and money market funds. For individual investors, thebusiness also provides retirement products and services, brokerage and bankingservices including trusts and estates, loans, mortgages and deposits.
J.P. Morgan Private Bank is a global wealth managementleader that delivers the highest quality advice, service, capabilities andproducts to Ultra High Net Worth (UHNW) individuals and families around theworld. We deliver highly customized and comprehensive solutions to help clientswith the many complexities they face by leveraging the commercial andinvestment banking capabilities of the firm.
Work independently to service clients'investment needs
Work closely with Senior Investors on meetingmore complex clients' investment needs
Provide preparatory and post execution supportto the Investor team, assist Senior Investors with investment advisory servicesand recommendations across multiple asset classes to Private Banking clients
Work in close partnership with Senior Investorsand Private Bankers to assist them with providing investment expertise toexisting and prospective clients, as well as in identifying new businessopportunities
Develop a thorough understanding of the PrivateBanking platform and take ownership of the process flows to ensure the successof the team
Prepare presentation materials, clientproposals/reports, and briefings for Senior Management
Perform portfolio evaluation and analyses
Conduct industry and product research
Worktogether with other teams in meeting all compliance, regulatory, riskmanagement, operational, and due diligence requirements and compliance withinternal policies
May require regular travel into coverageregions
University degree holder and / or with 5+ yearsof professional experience in a similar capacity
Fluency in English required with Mandarin
Knowledge of the investment products
Strong analytical and communication skills
Strong understanding of the needs andsensitivities of clients (private individuals and families)
Must be adaptable and able to work in astressful and demanding environment
Perseverance, initiative, strong drive are keyattributes in being successful
In-depth knowledge of local regulatory policiesand guidelines
Appropriate local regulatory qualification andlicenses
Internal Number: 6322279
eFinancialCareers is a career site specializing in financial services.