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 involved with team members in deepening existing relationships and on-boarding 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
• Minimum12 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 advice 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
  
  

ABOUT US

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.

About The Team

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.

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