Description

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 a Private Banker in our Wealth Management business, you will understand each client's wealth objects and investment requirements, and work in close partnership with specialists in proposing, delivering, and executing solutions, as well as in identifying new business opportunities.

Key Responsibilities:

• Build and deepen long-term client relationships by leveraging professional networks and delivering distinctive client experience across all facets of wealth management.
• Collaborate closely with investment specialists and internal partners to design, execute, and deliver tailored investment and wealth solutions align to each client's objectives and risk appetite.
• Act as a trusted strategic advisor, provide insightful market insights, portfolio updates, and investment opportunities across asset classes, while proactively identify new business opportunities for clients
• Ensure seamless client onboarding and ongoing relationship management, including KYC updates, suitability assessments, and coordination of client meetings and transactions.
• Collaborate with cross-functional teams to ensure compliance with regulatory requirements, risk management protocols, and internal policies, maintaining the highest standards of integrity.
• Drive commercial growth by expanding the client base through networking, cross-selling opportunities, and delivering holistic family wealth management solutions.

Required Qualifications & Skills:

• Bachelor degree or its equivalent with 12+ years of wealth management and client advisory experience ideally with Hong Kong market exposure.
• Exceptional client and stakeholder management skills with strong executive presence; outstanding written and oral communication who can positively engage and influence clients as well as internal stakeholders.
• Excellent organizational discipline and prioritization, ability to operate with a high level of integrity and risk awareness.
• Collaborative team player and able to work with different business functions across the bank and engaging with senior leadership

Preferred Qualifications & Skills:

• Experience in a wealth management firm is strongly preferred, with direct responsibility for client relationship management in a similar capacity covering investment advisory and client relationship management.
• Comprehensive understanding 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.
• Proficiency in Cantonese/Mandarin is a plus.

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 FAQs 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.