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Wealth Management, UHNW China Banker, Executive Director
March 5, 2020
Who We Are:
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com .
What it Means To Work Here:
Here, you'll feel welcomed and valued. Our clients, transactions, deals and projects are global so we work hard to create diverse, inclusive teams that support our business and each other. Learn about our culture at https://careers.jpmorgan.com/global/en/about-us
J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
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 UHNW individuals and families, as well as institutions
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 involved in prospecting and acquiring new clients, cultivate prospect lists and actively convert them into clients and deepen relationships
Understand each client?s wealth objects 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
Update clients regularly on markets, portfolio performance, investments opportunities, risks
May require regular travel into coverage regions to foster relationships
Work with junior team members in preparing presentations and proposals, and send out various promotion items to clients on request
Keep track of Clients, AUMs and Revenues using our internal systems; periodic calculation of account performance
Work together with other teams in meeting all compliance, operational, and due diligence requirements
Oversee private client relationships by providing strategic advice based on each client?s wealth objectives. Provide access to specialists and manage clients? investment portfolios
Responsible for working with other team members on client sponsorship / Know Your Client
Supervise, coach, and train junior staffs to maximize their individual contribution to the team as required
University degree holder and / or with 15+ years of professional experience in a similar capacity
Fluent in English with Mandarin or any other regional languages as an added plus
Strong presentation skills, an excellent communicator with client facing experience and existing UHNW client relationships
Strong understanding of the needs and sensitivities of clients (private individuals and families)
Proven track record on investment sales and / or relationship management performance
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
Strong knowledge of relevant financial markets and instruments
Appropriate local regulatory qualification
We recognize that our people are our strength and the diverse talents theybring to our global workforce is directly linked to our success. We are anequal opportunity employer and place a high value on diversity and inclusion atour company. We do not discriminate on the basis of any protected attribute,including race, religion, color, national origin, gender, sexual orientation,gender identity, gender expression, age, marital or veteran status, ordisability, or any other basis protected under applicable local law. Inaccordance with applicable local law, we make reasonable accommodations forapplicants? and employees? religious practices and beliefs, as well as anymental health or physical disability needs.