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Wealth Management, UHNW China Investor, Vice President
September 25, 2019
J.P.Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high-net-worth 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.
Job Responsibilities & Activities
Provide investment advisory services and recommendations across multiple asset classes to Private Banking clients
Service 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 approach
Maintain investment dialogue with the most complex clients on understanding goals and objectives, developing and implementing overall investment plan
Identify product solutions for client needs, based on view of the market
Provide advice and investment solutions according to relevant legal and compliance requirements
Work in close partnership with Private Bankers in providing investment expertise to existing and prospective clients, as well as in identifying new business opportunities
Involve in new marketing initiatives for more complex clients along with other team members
Contribute to trade ideas suitable for the Bank's active client base
Act independently within established policy guidelines and in accordance with client
Adhere to the Bank's policies and procedures thereby protecting the business from financial and reputational risks
Supervise, coach, and train junior staff to maximize their individual contribution to the team as required
Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies
May require regular travel into coverage regions to foster relationships
Personal Attributes & Requirements
University degree holder and / or with 10+ years of professional experience in a similar capacity
Fluency in English required with Mandarin and / or Cantonese a definite plus
Strong leadership and management skills
Strong analytical and communication skills
Strong understanding of the needs and sensitivities of clients (private individuals and families)
Proven track record on investment sales and / or relationship management performance
Thorough knowledge of the full range of solutions and investment products and strong knowledge of relevant financial markets and instruments
Able to work under minimal supervision; adaptable to work in demanding environment
Detail-oriented and results-focused
Strong knowledge of local regulatory policies and guidelines
Appropriate local regulatory qualification and licenses