Wealth Management, Private Client Advisor, Associate/Vice President

Intermediate (3-6 years)


Technical Skills

  • Accountancy
  • Client Management
  • Compliance
  • Due Diligence
  • Know Your Customer (KYC)
  • Risk Management
  • Valuation

Job Description

Wealth Management, Private Client Advisor, Associate/Vice President

J.P. Morgan Asset Management, with client assets of $2.6 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to 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.
The Advisor Led team is a key member of our wealth management front office team and works closely and directly with clients to meet their investment goals and objectives. The role is a hybrid between the current banker and the investment specialist role in the Private Bank in Asia.
  • Support/Manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and contacts
  • For a selected portfolio of clients, take over the relationships and operate in a banker and investor capacity.
  • Articulate and deliver strategic messages to their portfolio, prepare presentations and proposals, and send out various proposal items to clients
  • Update clients regularly on markets, portfolio performance, investments opportunities, risks
  • Partner with the client including (but not limited to) updating KYC information, client suitability profile, conducting client meetings, monitoring asset transfer and handling client ad-hoc queries.
  • Collaborate with the other integrated team members to provide a high quality of client service.
  • Keeping track of Clients, AUMs and Revenues using our internal systems; periodic calculation of account performance
  • Regularly review with UHNW bankers their books of clients and identify Advisor Led relationships.
  • Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies
  • Minimum 3 years' experience in the Financial Services and/or Banking industry.
  • Client Service background is a plus.
  • Ideally understand (or be able to quickly develop) working knowledge of the key regulatory and control environments that are relevant to the team and be able to manage the accounts accordingly.
  • Proven client management skills and effective but diplomatic communicator (both orally and in writing) who can positively engage and influence clients as well as internal stakeholders.
  • Strong organizational and prioritization skills.
  • Operate with a high level of integrity and risk awareness.
  • Must be a team player and able to work with different business functions across the bank.
  • As the role is an important contributor to the strategy of JPM, comfort and experience working with and reporting to senior management is required.
  • Appropriate local regulatory qualification and licenses
  • Fluency in English mandatory, Cantonese and/or Mandarin a distinct advantage
Employment TypeFull-time
Career LevelIntermediate (3-6 years)
Education LevelNon-specified
LanguageEnglish, Cantonese, Mandarin (Putonghua)
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