Join J.P. Morgan Private Bank, a leader in global wealth management, where we deliver unparalleled advice and services to the world’s most affluent individuals and families across 36 countries. We are involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, as well as tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth. Here, you’ll have the opportunity to make a real impact and drive innovation in a dynamic, fast-paced environment.
As UHNW Private Banker, Executive Director for Hong Kong market at JP Morgan, you will be responsible for supporting and managing all aspects of client relationships across the team, including understanding clients’ wealth objectives and investment requirements, and collaborate with other Specialists to provide high-quality client service and ensure compliance with all regulatory and internal policies.
Job Responsibilities:
- Drive the initiation of new UHNW client relationships; develop and maintain long-term relationships through professional/personal networks and contacts.
- Articulate and deliver strategic messages to client’s portfolio, provide them with regular updates on market trends, portfolio performance, investment opportunities, and associated risks across all asset classes.
- Collaborate with the other integrated team members to provide a high quality of client service.
- Partner with clients with (but not limited to) Know Your Client (KYC) information, suitability profiles, meetings, and address inquiries with precision and care.
- Keep track of clients, Assets Under Management (AUM), revenues using internal systems and perform periodic calculations of account performance.
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Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies.
Required Qualifications, Skills And Capabilities:
- Bachelor degree or its equivalent with a minimum 10 years’ experience of wealth management experience along with strong client and stakeholder management skills.
- Proven client management skills and effective communication skills (oral and written) who can positively engage and influence clients as well as internal stakeholders.
- Strong organizational and prioritization skills.
- Operate with a high level of integrity and risk awareness.
- Must be a team player and able to work with different business functions across the bank.
- As the role is an important contributor to the strategy of JP Morgan, comfort and experience working with and reporting to senior management is required.
- Experience in a wealth management firm is strongly preferred, having dealt directly with clients in a similar capacity covering investment advisory and client relationship management.
- Ideally understand and have a working knowledge of the private banking key regulatory and control environments that are relevant to the team and be able to manage the accounts accordingly.