Wealth Management
10 hours ago
Wealth Management - Hybrid Professional for China Market (Based in Hong Kong) J.P. Morgan is seeking a Wealth Management - Hybrid Professional for the China Market (Based in Hong Kong). This role is within the Private Bank, a global wealth management leader delivering high-quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families. The team collaborates across markets, businesses and functions to provide a comprehensive, customized client experience. Job Responsibilities Monitor client accounts and assist with daily account administration (updating account documentation, managing client periodic review process). Help manage account opening / onboarding process. Support Client Advisors in Know-Your-Client documentation and processes and in suitability assessments and reporting. Own the full trading life-cycle, from pre-trade checks, trade execution to booking and post-trade checks, including risk disclosures, product marketing obligations and reporting execution details to clients. Develop an in-depth knowledge of all asset classes and products offered by the Private Bank. Manage documentation (alternatives, suitability, investment parameters, OTC, etc.). Act as a primary contact with external clients for day-to-day account administration, servicing, and execution of investment securities and products. Partner with the Client Service team and other members of the broader team in the daily management of accounts and credit facilities and related client activities. Assist advisors in preparation for client meetings and provide analysis of investment performance or other client presentations. Required Qualifications, Capabilities and Skills Bachelor’s degree in Finance or Business or equivalent in any discipline. Minimum 3 years of client service and/or relationship manager support experience in Private Banking, with background in brokerage and/or trading. Fluent written and spoken business Mandarin is essential to support Chinese-speaking clients. Dynamic and independent team player with strong interpersonal and communication skills, able to proactively engage multiple stakeholders at all levels of seniority to meet strict timelines and operate with ownership and urgency. Ability to work under tight market deadlines with accuracy in executing clients’ directed orders. Absolute discretion when dealing with confidential matters. Strong organizational and prioritization skills with sound risk and escalation judgment. Self-starter, highly organized and detail-oriented with commitment to accuracy. Ability to multi-task and manage priorities effectively, with good judgment and problem-solving skills. Appropriate local regulatory qualification. About Us J.P. Morgan is a global leader in financial services, delivering strategic advice and products to corporations, governments, and high-net-worth individuals. We are an equal opportunity employer that values diversity and inclusion and provide reasonable accommodations where needed. Visit our FAQs for more information about requesting an accommodation. Employment Type Full-time Job Function Finance and Sales #J-18808-Ljbffr
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