LOG IN
SIGN UP
Canary Wharfian - Online Investment Banking & Finance Community.
Sign In
or continue with e-mail and password
Forgot password?
Don't have an account?
Create an account
or continue with e-mail and password
By signing up, you agree to our Terms & Conditions and Privacy Policy.

International Private Bank, Private Banker for China Market, Vice President, based in Hong Kong

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 2 months ago

No clicks

Senior Private Banker role in JPMorgan's International Private Bank based in Hong Kong focused on Chinese ultra-high-net-worth individuals, families and institutions. You will manage end-to-end client relationships, build and deepen a portfolio using JPMorgan’s platforms, and work with specialists to propose and execute wealth, investment and structuring solutions. Responsibilities include prospecting and client acquisition, portfolio oversight, regular market and performance updates, and ensuring KYC and regulatory compliance. Candidates require a university degree, 10+ years’ experience, appropriate local licences, and fluency in English (Mandarin a plus).

Compensation
Not specified

Currency: Not specified

City
Hong Kong
Country
Hong Kong

Full Job Description

Location: Central and Western, Hong Kong Island, Hong Kong

Private Banking is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, as well as tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth. 

As a China Banker in our International Private Bank business, you will understand each client’s wealth objects and investment requirements, and work in close partnership with specialists in proposing, delivering, and executing solutions, as well as in identifying new business opportunities.

Job Responsibilities

  • Focus on Chinese UHNW individuals and families, as well as institutions
  • 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
  • Update clients regularly on markets, portfolio performance, investments opportunities and risks
  • Oversee private client relationships by providing strategic advice based on each client’s wealth objectives. Provide access to specialists and manage clients’ investment portfolios
  • Work with other team members on client sponsorship / Know Your Client

Required Qualifications, Capabilities and Skills

  • University degree holder and 10+ years of professional experience in a similar capacity
  • Strong understanding of the needs and sensitivities of clients (private individuals and families)
  • Strong knowledge of relevant financial markets and instruments
  • Proven track record on investment sales and / or relationship management performance
  • Strong presentation skills, an excellent communicator with client facing experience a definite advantage
  • 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 qualifications and licenses
  • Fluency in English required, with Mandarin a definite plus
This role will focus on Chinese ultra-high-net-worth individuals and families in the Asia Private Bank.

International Private Bank, Private Banker for China Market, Vice President, based in Hong Kong

Compensation

Not specified

City: Hong Kong

Country: Hong Kong

J.P. Morgan logo
Bulge Bracket Investment Banks

2 months ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

Senior Private Banker role in JPMorgan's International Private Bank based in Hong Kong focused on Chinese ultra-high-net-worth individuals, families and institutions. You will manage end-to-end client relationships, build and deepen a portfolio using JPMorgan’s platforms, and work with specialists to propose and execute wealth, investment and structuring solutions. Responsibilities include prospecting and client acquisition, portfolio oversight, regular market and performance updates, and ensuring KYC and regulatory compliance. Candidates require a university degree, 10+ years’ experience, appropriate local licences, and fluency in English (Mandarin a plus).

Full Job Description

Location: Central and Western, Hong Kong Island, Hong Kong

Private Banking is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, as well as tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth. 

As a China Banker in our International Private Bank business, you will understand each client’s wealth objects and investment requirements, and work in close partnership with specialists in proposing, delivering, and executing solutions, as well as in identifying new business opportunities.

Job Responsibilities

  • Focus on Chinese UHNW individuals and families, as well as institutions
  • 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
  • Update clients regularly on markets, portfolio performance, investments opportunities and risks
  • Oversee private client relationships by providing strategic advice based on each client’s wealth objectives. Provide access to specialists and manage clients’ investment portfolios
  • Work with other team members on client sponsorship / Know Your Client

Required Qualifications, Capabilities and Skills

  • University degree holder and 10+ years of professional experience in a similar capacity
  • Strong understanding of the needs and sensitivities of clients (private individuals and families)
  • Strong knowledge of relevant financial markets and instruments
  • Proven track record on investment sales and / or relationship management performance
  • Strong presentation skills, an excellent communicator with client facing experience a definite advantage
  • 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 qualifications and licenses
  • Fluency in English required, with Mandarin a definite plus
This role will focus on Chinese ultra-high-net-worth individuals and families in the Asia Private Bank.