JPMorgan Chase Bank

Private Banking, UHNW China Investor, Vice President / Executive Director, Hong Kong

JPMorgan Chase Bank
Full Time
Lead (more than 10 years)
English, Cantonese, Mandarin (Putonghua)

Job Description

Private Banking, UHNW China Investor, Vice President / Executive Director, Hong Kong

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

J.P.Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to ultra-high-net-worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm.
Private Banking is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth.
  • Provide investment advisory services and recommendations across multiple asset classes to Private Banking clients – UHNW PRC Chinese clients
  • Service and develop clients by providing investment advice in a holistic approach (including discretionary and advisory) through a combination of technical knowledge and a structured investment approach
  • Maintain investment dialogue with clients on understanding goals and objectives, developing and implementing overall investment plan
  • Identify product solutions for client needs, based on view of the market
  • Provide advice and investment solutions according to relevant legal and compliance requirements
  • Work in close partnership with Private Bankers in providing investment expertise to existing and prospective clients, as well as in identifying new business opportunities
  • Contribute to trade ideas suitable for the Bank’s active client base
  • Act independently within established policy guidelines and in accordance with client
  • Adhere to the Bank’s policies and procedures thereby protecting the business from financial and reputational risks
  • Assist Senior Investors and Practice Leader Investors to service the most complex client base
  • Supervise, coach, and train junior staffs to maximize their individual contribution to the team as required
  • Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies



  • University degree holder and  / or with 10+  years of professional experience in a similar capacity (open to candidates from fixed income / equity derivative sales [investment banking/capital markets])
  • Fluency in English required with Mandarin a definite plus
  • Strong analytical and communication skills
  • Strong understanding of the needs and sensitivities of clients (private individuals and families)
  • Proven track record on investment sales and / or relationship management performance
  • Thorough knowledge of the full range of solutions and investment products and strong knowledge of relevant financial markets and instruments
  • 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
  • Appropriate local regulatory qualification and licenses

Technical Skills

  • Capital Markets
  • Compliance
  • Due Diligence
  • Equities
  • Equity Derivatives
  • Fixed Income
  • Investment Advisory
  • Relationship Management
  • Risk Management
  • Sales
  • Training
  • Wealth Management