China Ultra-High-Net-Worth Banker

4 weeks ago

Hong Kong, Hong Kong SAR China JPMorgan Chase & Co. Full time

Private Banking is 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.

Job Summary

As an Ultra-High-Net-Worth Banker, you will focus on ultra-high-net-worth individuals and families. Understanding each client’s wealth objects and investment requirements, you will work in close partnership with specialists in proposing, delivering, and executing solutions, as well as in identifying new business opportunities.

Job Responsibilities

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

Required Qualifications, Capabilities and Skills

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

Preferred Qualifications, Capabilities and Skills

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

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