Private Banking, Endowments & Foundations Investor, Associate / VP, Hong Kong

Senior (6-10 years)

Technical Skills

  • Asset Allocation
  • Equities
  • FX
  • Hedge Funds
  • Investment Advisory
  • Investment Management
  • Liquidity Management
  • Mutual Funds
  • New Business Development
  • Wealth Management

Job Description

Private Banking, Endowments & Foundations Investor, Associate / VP, Hong Kong

Location: HK-Hong Kong-Hong Kong-Chater House / 03761

JPMorgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families, as well as endowments and foundations, in 36 countries around the world. The private bank delivers highly customized and tailored solutions to help clients with the many complexities they face by leveraging all of the commercial and investment banking capabilities of the firm. The Endowments and Foundations Group within the private bank focuses exclusively on meeting the investment needs of not-for-profit organizations ranging from $25mm - $500mm in assets globally.


Endowments and Foundations Global Investment Specialists provide not-for-profit organizations ranging from $25mm - $500mm in assets with strategic and tactical investment advice based on their overall understanding of the organization’s objectives and long-term goals. This includes providing the most appropriate investment solutions utilizing proprietary and non-proprietary investment products, including risk mitigation strategies as well as liquidity management.

PB Investor Roles and Responsibilities:

Provide investment expertise for the integrated team:

• Market expert
• Strategic and tactical investment views
• Knowledge of JPMorgan's investment products and services

Play lead role in investment dialogue with client:

• Understand client's investment plan, goals and objectives and work with Banker to develop investment plan
• Advise clients on holistic asset allocation and portfolio construction
• Advise clients on tactical asset allocation shifts
• Execute investment solutions in client accounts in accordance with client plans. Such solutions include: Investment Management, Mutual Funds, Structured Products, Hedge Funds, Private Equity, Foreign Exchange, as well as execution of more traditional brokerage transactions. These traditional transactions include equity and fixed income trading as well as restricted stock and 10b5-1 plans.

Contribute to JPMorgan client experience, new business development and revenue growth by:

• Participating in new marketing initiatives with Bankers and other Integrated Team Members
• Being attentive to identifying and developing new business opportunities


• At least six years of prior industry experience is required
• Self disciplined & self-motivated
• Excellent communication skills
• Excellent customer service skills
• Strong analytical skills
• Ability to work independently & on a team
• Appropriate local regulatory qualification and licenses
• Strong knowledge of investment products

Employment TypeFull-time
Career LevelSenior (6-10 years)
Education LevelHigher Diploma / Associate Degree
JPMorgan Chase BankFinancial Services, Retail and Commercial Banking

1101-1102 & 1118-1120 Level 22 Tower 1, Grand Century Place, 193 Princess Edward Road West, Mongkok, Kowloon, Hong Kong

directions_walk18 mins walk from Prince Edward Station