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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
Work independently to service clients' investment needs
Work closely with Senior Investors on meeting more complex clients' investment needs
Provide preparatory and post execution support to the Investor team, assist Senior Investors with investment advisory services and recommendations across multiple asset classes to Private Banking clients
Work in close partnership with Senior Investors and Private Bankers to assist them with providing investment expertise to existing and prospective clients, as well as in identifying new business opportunities
Develop a thorough understanding of the Private Banking platform and take ownership of the process flows to ensure the success of the team
Prepare presentation materials, client proposals/reports, and briefings for Senior Management
Perform portfolio evaluation and analyses
Conduct industry and product research
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
Qualifications and Essential Experiences
University degree holder and / or with 5+ years of professional experience in a similar capacity
Fluency in English required with Mandarin and / or Cantonese a definite plus
Knowledge of the investment products
Strong analytical and communication skills
Strong understanding of the needs and sensitivities of clients (private individuals and families)
Must be adaptable and able to work in a stressful and demanding environment
Perseverance, initiative, strong drive are key attributes in being successful
In-depth knowledge of local regulatory policies and guidelines
Appropriate local regulatory qualification and licenses