UHNW Investor Vice President
JP Morgan Chase
UHNW Investor Vice President
JP Morgan Chase
Runs a consumer bank and an investment bank
Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to join JP Morgan as UHNW Investor, Vice President for SEA market where you are responsible in helping the Bankers win new clients and strengthen existing client relationships through advisement on investment solutions. The region remains a key center for growth, presenting significant opportunities for our partners and us to develop and broaden our businesses together. We seek a high caliber candidate to join our team.
Job Summary:
As an UHNW Investor, you are responsible in helping the Bankers win new clients and strengthen existing client relationships through advisement on investment solutions.
Job Responsibilities:
Work within a broad team of Global Investors and Bankers to manage discretionary and advisory client portfolios
Advise on portfolio construction including overall asset allocation, tactical shifts and security selections
Market and implement investment solutions in accordance with clients' asset allocation. Such solutions will be delivered either on a discretionary or advisory basis and will include: mutual funds, structured products, hedge funds, private equity, as well as execution of more traditional brokerage transactions such as equities, bonds, foreign exchange, etc.
Grow new assets by identifying and developing new business opportunities from existing client base
Support and participate in new marketing initiatives, alongside Bankers, to help convert prospects to clients
Deliver performance reviews to clients across traditional and non-traditional assets - JPM and third party
Cross-sell other JPMorgan services, products and solutions
Required Qualifications, Skills And Capabilities:
Bachelor’s degree or equivalent in any discipline
Minimum 7 years’ experience in a similar investment advisory at a Private bank covering UHNW clients, and wealth management and strong stakeholder management experience, is required.
Understand and have 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.
Proven client management and effective communication skills (oral and written) to positively engage and influence clients and stakeholders.
Strong organizational and prioritization skills, and must be a team player and able to work with different business functions across the bank.
Operate with a high level of integrity and risk awareness.
As the role is an important contributor to the strategy of JP Morgan, comfort and experience working with and reporting to senior management is required.
Proficiency in Business Mandarin and Cantonese is required to facilitate frequent engagement with clients and stakeholders from Hong Kong and Mainland China.s
Preferred Qualifications, Skills And Capabilities:
Capital markets or institutional brokerage experience.
Strong marketing skills with the ability to translate complex ideas into simple, practical forms.
Strong knowledge of local regulatory policies and guidelines
Runs a consumer bank and an investment bank
JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.
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