Wealth Management,UHNW Banker,Hong Kong Team,Executive Director Job Worcester area,Massachusetts USA,Finance & Banking

Are you looking for an exciting opportunity to join a dynamic and expanding team within a fast-paced and challenging environment? This is a unique opportunity for you to join JP Morgan as UHNW Banker, Vice President for Hong Kong market where your primary focus will be on acquiring and nurturing Ultra High Net Worth (UHNW) client relationships. The region remains a key center for growth, presenting substantial opportunities for our partners and us to develop and broaden our businesses together.

We seek high caliber, driven candidate to join our team.

Job Summary:

As a Wealth Management, UHNW Banker, Vice President for the Hong Kong market at JP Morgan, the primary responsibility involves cultivating and establishing new UHNW client relationships, utilizing the comprehensive resources and capabilities of the JP Morgan platform. It is essential to understand clients' wealth objectives and investment requirements, and to collaborate with Specialists to deliver exceptional client service, all while adhering to regulatory and internal policies.

Job Responsibilities:

Drive the initiation of new UHNW client relationships; develop and maintain long-term relationships through professional/personal networks and contacts.

Articulate and deliver strategic messages to client’s portfolio, provide them with regular updates on market trends, portfolio performance, investment opportunities, and associated risks across all asset classes.

Collaborate with the other integrated team members to provide a high quality of client service.

Partner with clients with (but not limited to) Know Your Client (KYC) information, suitability profiles, meetings, and address inquiries with precision and care.

Keep track of clients, Assets Under Management (AUM), revenues using internal systems and perform periodic calculations of account performance.

Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies.

Required Qualifications, Skills And Capabilities:

Bachelor degree or its equivalent with a minimum 7 years’ experience of wealth management experience along with strong client and stakeholder management skills.

Proven client management skills and effective communication skills (oral and written) 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.

Preferred Qualifications, Skills And Capabilities:

Ideally understand and have a working knowledge of the private banking key regulatory and control environments that are relevant to the team and be able to manage the accounts accordingly.

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.

We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

As a Banker, you are required to manage all aspects of client relationships to clients of J.P. Morgan Private Bank.

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Wealth Management, UHNW Banker, Hong Kong Team, Executive Director