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Wealth Management, UHNW China Banker, Vice President
February 4, 2020
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.
Focus on ultra-high-net-worth (PrincipalBusiness) individuals and families, as well as institutions
Manage all aspects of client relationship,develop and maintain long-term relationships through strong personal networksand contacts
Build portfolio of clients using resources andexpertise of JPMorgan's platforms, products, services, and networks
Actively involved in prospecting and acquiringnew clients, cultivate prospect lists and actively convert them into clientsand deepen relationships
Understand each client's wealth objectives andinvestment requirements
Work in close partnership with Investors inproposing, delivering, and executing solutions for clients; as well as inidentifying new business opportunities