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Job description
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to UHNW clients within J.P. Morgan Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
Job Summary
As an Investor in the J.P.Morgan Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.
Job Responsibilities
Be the lead Investor on a portfolio of key client relationships for the Hong Kong business, and act as primary resource for investment communication
Conduct investment reviews with clients to validate the clients’ current investment objectives and prepare recommendations of appropriate investment products
Understand & effectively communicate the bank views and solutions to clients to help them meet their financial objectives
Develop relationships with immediate team members (Investors & Bankers) and work as a team to ensure that the business meets its goals
Actively involve with team members in deepening existing relationships and onboarding new client relationships
Maintain investment dialogue with clients on understanding goals and objectives, developing and implementing overall investment plan
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
Adhere to the Bank’s policies and procedures thereby protecting the business from financial and reputational risks
Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
Supervise, coach, and train junior staff to maximize their individual contribution to the team as required
Required Qualifications, Skills And Capabilities
Bachelor’s degree or equivalent in any discipline
Minimum 12 years of professional experience in a similar investment advisory capacity at another Private Bank or wealth management firm, covering the Hong Kong market.
Strong analytical and communication skills
Able to work under minimal supervision; adaptable to work in fast-paced environment
Detail-oriented and results-focused
Sound knowledge of the financial industry, knowledge in Hong Kong markets is a plus
Strong knowledge of relevant financial markets and instruments
Understand and have working knowledge of the private banking key regulatory and control environments that are relevant to the team and be able to advise clients accordingly.
Preferred Qualifications, Skills And Capabilities
Appropriate local regulatory qualification and licenses preferred
Strong knowledge of local regulatory policies and guidelines
Strong knowledge of relevant financial markets and instruments
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.
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Worksite address
worcester, MA, 01609, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.