This is an exciting opportunity for you to join a dynamic, diverse team within J.P Morgan’s Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our integrated and diverse platform we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and complexities they face in the ever evolving financial services space.

Job responsibilities

• Supporting senior advisors in their client coverage responsibilities for the key clients and prospects of the Private Bank
• Leveraging global product and industry partners to assist clients in their strategy
• Work closely with the Private Bankers to help them deepen their dialogue and interaction with their clients and prospects and market PB products and services
• Prioritize and manage strategic and tactical business management initiatives with an eye towards client, firm, advisor, and business impact, manage recurring team meetings & internal events including agenda planning, execution, and follow-up
• Maintain, analyze, and present data for stakeholders across business and control functions
• Develop presentations for internal audiences as well as clients and prospects, arrange client meetings, events, and speaking engagements; coordinate preparation among key stakeholders
• Draft and publish communications in line with internal communications and client engagement strategies
• Partner effectively with advisors, senior management, and their support teams across the firm, preparation of pitch books, meeting materials and follow-up items for client and prospective client meetings
• Represent 23 Wall’s interests and priorities in key decision-making forums
• Responsibility for the input and management of the 23 Wall client database
• Conduct research and analysis; assisting with product development and business development efforts, researching client inquiries and manage follow up communication and materials

Required Qualifications, Capabilities And Skills

• Minimum 18 months experience in wealth management or investment banking
• A well-rounded academic background
• Understands corporate transaction cycles and the steps in the process, and is execution oriented
• Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business
• Self-directed, highly motivated, and able to work independently, enthusiastic, creative and excellent interpersonal skills
• Personal integrity, initiative and leadership qualities with a positive attitude towards the flexible nature of the role
• Commercial instinct and ability to perform under pressure and tight deadlines
• Extraordinarily high level of focus on work quality and attention to detail, superior judgment and discretion working with both confidential and sensitive information
• Strong written and verbal communication skills
• Ability to read, write and communicate in Chinese Mandarin is essential to support Chinese speaking clients
• Ability to quickly analyze business practices to identify risk and develop innovative solutions