Description

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to join JP Morgan as UHNW Investor, Vice President for Hong Kong market where you are responsible in helping the Bankers win new clients and strengthen existing client relationships through advisement on investment solutions. The region remains a key center for growth, presenting significant opportunities for our partners and us to develop and broaden our businesses together. We seek a high caliber candidate to join our team.

Job Summary:
As an UHNW Investor, you are responsible in helping the Bankers win new clients and strengthen existing client relationships through advisement on investment solutions.

Job Responsibilities:

1. Work within a broad team of Global Investors and Bankers to manage discretionary and advisory client portfolios
2. Advise on portfolio construction including overall asset allocation, tactical shifts and security selections
3. Market and implement investment solutions in accordance with clients' asset allocation. Such solutions will be delivered either on a discretionary or advisory basis and will include: mutual funds, structured products, hedge funds, private equity, as well as execution of more traditional brokerage transactions such as equities, bonds, foreign exchange, etc.
4. Grow new assets by identifying and developing new business opportunities from existing client base
5. Support and participate in new marketing initiatives, alongside Bankers, to help convert prospects to clients
6. Deliver performance reviews to clients across traditional and non-traditional assets - JPM and third party
7. Cross-sell other JPMorgan services, products and solutions

Required Qualifications, Skills And Capabilities:

1. Bachelor's degree or equivalent in any discipline
2. Minimum 7 years' experience in a similar investment advisory at a Private bank covering UHNW clients, and wealth management and strong stakeholder management experience, is required.
3. Understand and have 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.
4. Proven client management and effective communication skills (oral and written) to positively engage and influence clients and stakeholders.
5. Strong organizational and prioritization skills, and must be a team player and able to work with different business functions across the bank.
6. Operate with a high level of integrity and risk awareness.
7. 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.
8. Proficiency in Business Mandarin and Cantonese is required to facilitate frequent engagement with clients and stakeholders from Hong Kong and Mainland China.s

Preferred Qualifications, Skills And Capabilities:

1. Capital markets or institutional brokerage experience.
2. Strong marketing skills with the ability to translate complex ideas into simple, practical forms.
3. Strong knowledge of local regulatory policies and guidelines

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.