Wealth Management, China Banker - Vice President

JPMorgan Chase

Central and Western District, Hong Kong
Permanent
Full-time

6 days ago

Job Description:Become an integral part of our China market team! Each day will be unique - bring a positive attitude, entrepreneurial spirit and get ready to roll up your sleeves. This position is an essential part of the team. As a Wealth Management, China Banker - Vice President within the Single Coverage team, you will play a key role in our wealth management front office. You will work closely and directly with clients to meet their investment goals and objectives. This role is a hybrid between the current banker and the investment specialist role in the Private Bank in AsiaJob Responsibilities

Support and manage all aspects of client relationships across the team; develop and maintain long-term relationships through professional/personal networks and contacts
Operate in both banker and investor capacity, and handle/coordinate with various teams on both overall account inquiries/maintenance as well as on investment-related aspects
Articulate and deliver strategic messages to their portfolio, prepare presentations and proposals, and take both solicited and unsolicited orders in all asset classes. Update clients regularly on markets, portfolio performance, investments opportunities, risks
Partner with the client including (but not limited to) updating KYC information, client suitability profile, hosting client meetings, monitoring funds/asset transfer and handling client ad-hoc queries
Collaborate with the other integrated team members to provide a high quality of client service
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, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies

Required Qualifications, Capabilities, and Skills

Proven client management skills and effective communication skills (oral and written) who can positively engage and influence clients as well as internal stakeholders
Minimum 7 years' experience in the Financial Services and/or Banking industry
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 JPM, comfort and experience working with and reporting to senior management is required
Appropriate local regulatory qualification and license

Preferred Qualifications, Capabilities, and Skills

Client Service background is a plus
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
Fluency in English mandatory, Cantonese and/or Mandarin strongly preferred

About Us: J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our 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, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our for more information about requesting an accommodation.About the Team: J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

JPMorgan Chase

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