Wealth Management, Asia Equity Strategist, Vice President
JPMorgan Chase and Co
Hong Kong
2天前

Job Description

About J.P. Morgan Private Bank :

Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world.

Through our integrated and diverse platform, we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and complexities they face in the ever evolving financial services space.

About The Role :

We are looking for a seasoned Asia Equity Strategist to generate equity ideas and communicate them to internal advisors, clients and prospects on a regular basis.

The Candidate will work closely with the rest of the global Strategy team and generate ideas through direct cash buys and sells, as well as various derivatives or structured products.

Stock recommendations will be articulated to the platform through morning meetings, huddles, internal global discussions and client / prospect dialogues.

The Candidate will also be expected to speak with clients regularly, provide advice on clients’ equity portfolios, as well as assist with stock related investment questions from advisors and clients.

This role will spend roughly half of the time on bottom-up research and valuation analysis, and the other half on internal sales and client communication.

The successful candidate will be expected to fulfill the following tasks :

  • Develop country and sectoral views on a quarterly basis, substantiated by macroeconomic and industry data trends and policy analysis.
  • Generate strategic (core) and tactical (opportunistic) stock ideas (within the JPMorgan Securities equity research universe rated Neutral or Overweight), develop the investment thesis in writing, and work with the trading and solutions teams to create investment vehicles around these ideas (e.
  • g. cash equity, structured products, etc).

  • Regularly speak with internal advisors, clients and prospects to pitch the team's capabilities and stock ideas.
  • Provide advice on clients’ equity holdings and portfolios and answer inquiries about individual stocks.
  • Present investment ideas internally, via morning meetings, huddles, as well as weekly global strategy and capital markets calls
  • Qualifications :

  • Minimum 7 years of experience in Asian equity research, portfolio management or equity sales.
  • Fluency in Mandarin is required.
  • Ability to leverage experience with Asian equities, market insights, flows and trends to generate timely investment ideas.
  • Possesses strong written and oral presentation skills to confidently and clearly articulate views and market equity ideas.
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