Description
Private Banking involves managing wealth, including investments, wealth structuring, philanthropy, liquidity and credit management, tax and estate planning.
As a China Banker in our International Private Bank business, you will understand each client’s wealth objectives and investment requirements, and work with specialists to propose, deliver, and execute solutions, as well as identify new business opportunities.
Job Responsibilities
- Focus on Chinese ultra-high net worth individuals and families, as well as institutions.
- Manage all aspects of client relationships, developing and maintaining long-term relationships through strong personal networks and contacts.
- Build a portfolio of clients using JPMorgan’s platforms, products, services, and networks.
- Prospect and acquire new clients, cultivating prospect lists and converting them into clients.
- Update clients regularly on markets, portfolio performance, investment opportunities, and risks.
- Provide strategic advice based on each client’s wealth objectives and oversee private client relationships.
- Work with team members on client sponsorship and Know Your Client.
Required Qualifications, Capabilities and Skills
- University degree holder with 7+ years of professional experience in a similar capacity.
- Strong understanding of client needs and sensitivities.
- Strong knowledge of relevant financial markets and instruments.
- Proven track record in investment sales and/or relationship management.
- Strong presentation skills and excellent communication abilities.
- Ability to work under minimal supervision and adapt to demanding environments.
- Detail-oriented and results-focused.
- Strong knowledge of local regulatory policies and guidelines.
- Appropriate local regulatory qualifications and licenses.
- Fluency in English required, with business communication in Chinese Mandarin essential.