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.

Job Responsibilities

• Work independently to service clients’ investment needs
• Work closely with Senior Investors on meeting more complex clients’ investment needs
• Provide preparatory and post execution support to the Investor team, assist Senior Investors with investment advisory services and recommendations across multiple asset classes to Private Banking clients
• Work in close partnership with Senior Investors and Private Bankers to assist them with providing investment expertise to existing and prospective clients, as well as in identifying new business opportunities
• Develop a thorough understanding of the Private Banking platform and take ownership of the process flows to ensure the success of the team
• Prepare presentation materials, client proposals/reports, and briefings for Senior Management
• Perform portfolio evaluation and analyses
• Conduct industry and product research
• Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies
• May require regular travel into coverage regions

Required Qualifications, Skills and Capabilities

• Bachelor degree with 5+ years of relevant professional experience in a similar capacity
• Strong knowledge of the financial markets, investment products and instruments
• Strong analytical and communication skills
• Strong understanding of the needs and sensitivities of clients (private individuals and families)
• Able to work under minimal supervision; adaptable to work in fast-paced environment
• Detail-oriented and results-focused
• Fluency in Mandarin is required as this role will be covering clients from China
• Strong knowledge of local regulatory policies and guidelines
• Appropriate local regulatory qualification and licenses