Wealth Management, UHNW Hong Kong and Philippines Investor, Associate
J.P. Morgan
Hong Kong

Job Description

Job Responsibilities & Activities

  • Work independently to service clients’ investment needs
  • Work closely with Senior Investors on meeting more complex clients’ investment needs
  • Provide preparatory and post execution support to the Investor team, assist Senior Investors with investment advisory services and recommendations across multiple asset classes to Private Banking clients
  • Work in close partnership with Senior Investors and Private Bankers to assist them with providing investment expertise to existing and prospective clients, as well as in identifying new business opportunities
  • Develop a thorough understanding of the Private Banking platform and take ownership of the process flows to ensure the success of the team
  • Prepare presentation materials, client proposals / reports, and briefings for Senior Management
  • Perform portfolio evaluation and analyses
  • Conduct industry and product research
  • Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies
  • May require regular travel into coverage regions
  • Qualifications and Essential Experiences

  • University degree holder and / or with 5+ years of professional experience in a similar capacity
  • Fluency in English required with Mandarin and / or Cantonese a definite plus
  • Knowledge of the investment products
  • Strong analytical and communication skills
  • Strong understanding of the needs and sensitivities of clients (private individuals and families)
  • Must be adaptable and able to work in a stressful and demanding environment
  • Perseverance, initiative, strong drive are key attributes in being successful
  • In-depth knowledge of local regulatory policies and guidelines
  • Appropriate local regulatory qualification and licenses
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