JPMorgan Chase Bank

Private Banking, UHNW Greater China Relationship Manager, Vice President, Hong Kong

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

Job Description

Private Banking, UHNW Greater China Relationship Manager, Vice President, 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 UHNW 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.
  • Focus on UHNW individuals and families
  • 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 involved in prospecting and acquiring new clients, cultivate prospect lists and actively convert them into clients and deepen relationships
  • Understand each client’s wealth objectives and investment requirements
  • Work in close partnership with Investors in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities
  • Maintaining client relationships, answering clients’ enquiries, day-to-day account operations
  • Update clients regularly on markets, portfolio performance, investments opportunities, risks
  • May require regular travel into coverage regions to foster relationships
  • Work with junior team members in preparing presentations and proposals, and send out various proposal items to clients on request
  • Monitor ongoing and team’s performance against financial and other targets – AUM, Revenue, account performances etc
  • Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies
  • Oversee private client relationships by providing strategic advice based on each client’s wealth objectives. Provide access to specialists and manage clients’ investment portfolios
  • Responsible for working with other team members on client sponsorship / Know Your Client
  • Supervise, coach, and train junior staffs to maximize their individual contribution to the team as required

Qualifications

  • University degree holder and / or with 10+  years of professional experience in a similar capacity and an understanding of the Taiwan and China market
  • Fluency in English required with Mandarin and / or Cantonese a definite plus
  • Strong leadership and management skills
  • Strong presentation skills, an excellent communicator with client facing experience a definite advantage
  • 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
  • Appropriate local regulatory qualification and licenses

 


Technical Skills

  • Compliance
  • Due Diligence
  • Know Your Customer (KYC)
  • Microsoft Access
  • Relationship Management
  • Risk Management
  • Sales
  • Training
  • Valuation
  • Wealth Management