Wealth Management, UHNW China Banker, Executive Director
J.P. Morgan
Hong Kong
3天前

Job Description

  • Focus on ultra-high-net-worth (Principal Business) individuals and families, as well as institutions
  • Manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and contacts
  • Build portfolio of clients using resources and expertise of JPMorgan’s platforms, products, services, and networks
  • Actively involve in prospecting and acquiring new clients, cultivate prospect lists and actively convert them into clients and deepen relationships
  • Understand each client’s wealth objectives and investment requirements
  • Work in close partnership with Investors in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities
  • Maintaining client relationships, answering clients’ enquiries, day-to-day account operations
  • Update clients regularly on markets, portfolio performance, investments opportunities, risks
  • May require regular travel into coverage regions to foster relationships
  • Work with junior team members in preparing presentations and proposals, and send out various proposal items to clients on request
  • Monitor ongoing and team’s performance against financial and other targets AUM, Revenue, account performances etc
  • Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies
  • Oversee private client relationships by providing strategic advice based on each client’s wealth objectives. Provide access to specialists and manage clients’ investment portfolios
  • Responsible for working with other team members on client sponsorship / Know Your Client
  • Supervise, coach, and train junior staffs to maximize their individual contribution to the team as required
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