Wealth Management, UHNW China Investor, Vice President
JPMorgan Chase and Co
Hong Kong

Job Description

J.P. Morgan Asset Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management.

Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world.

The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.

For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to Ultra High Net Worth (UHNW) individuals and families around the world.

We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm.

Our Team

The investor team manages the portfolios (both discretionary and non-discretionary) of Private Banking clients across a range of products (equities, fixed income, foreign exchange, derivatives, structured products, alternative investments and private equity).

The Investor will be an integrated part of the team that focuses primarily on UHNW China clients, existing and prospective, where the Investor will help manage the existing book and develop new business, working closely with the senior investor on the team.

  • Work within a broad team of Global Investors and Bankers to manage discretionary and advisory client portfolios
  • Understand client's investment plan and objectives
  • 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-selling other JPMorgan services, products and solutions
  • A certain amount of travelling and client visits will be required
  • Qualifications

  • Market experience (advising clients on financial markets and financial instruments)
  • Superior marketing skills with the ability to translate complex ideas into simple, practical forms
  • Subtle, but effective sales skills
  • Strong knowledge of investment products with the ability to extend beyond a single product to a multi-product focus
  • Personality marked by drive and ambition with demonstrated success in dealing with a wide range of clients
  • Communication style that will enhance credibility and create trust with clients; strong presentation skills
  • Superior analytical skills; strong computer skills
  • Ability to thrive in an internal culture that points to innovation, customer service, internal partnership and entrepreneurship
  • Team player capable of working effectively with many business partners
  • Non-commissioned background (or willingness to move to such a structure)
  • Capital markets or institutional brokerage experience
  • Strong knowledge of local regulatory policies and guidelines
  • Appropriate local regulatory qualifications and licenses
  • Fluency in English and Mandarin required with Cantonese a definite plus
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