China Ultra-High-Net-Worth Banker - Vice President
JPMorgan Chase
- Central and Western District, Hong Kong
- Permanent
- Full-time
- Focus on Chinese 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 involve in prospecting and acquiring new clients, cultivate prospect lists and actively convert them into clients and deepen relationships
- Update clients regularly on markets, portfolio performance, investments opportunities and risks
- Oversee private client relationships by providing strategic advice based on each client's wealth objectives. Provide access to specialists and manage clients' investment portfolios
- Work with other team members on client sponsorship / Know Your Client
- Fluency in English required, with Mandarin a definite plus
- 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
- University degree holder and / or 7+ years of professional experience in a similar capacity
- Strong presentation skills, an excellent communicator with client facing experience a definite advantage
- Appropriate local regulatory qualifications and licenses