Description
We are seeking a highly skilled UHNW Client Advisor, Associate to join our International Private Bank team in Hong Kong.
As an UHNW Client Advisor, Associate for the Hong Kong market at JP Morgan, you will be responsible for supporting and managing all aspects of client relationships across the team.
Responsibilities:
- Develop and maintain long-term relationships with clients through professional and personal networks
- Operate in both banker and investor capacities, handling client inquiries and coordinating with various teams
- Articulate and deliver strategic messages to clients, prepare presentations and proposals, and take client orders
- Partner with clients to update Know Your Client (KYC) information, client suitability profiles, and host client meetings
- Collaborate with team members to provide high-quality client service
- Track client assets, revenues, and account performance using internal systems
- Ensure compliance with regulatory and internal policies
Requirements:
- Bachelor's degree or equivalent with a minimum of 5 years of wealth management experience
- Strong client and stakeholder management skills
- Proven client management skills and effective communication skills
- Strong organisational and prioritisation skills
- High level of integrity and risk awareness
- Team player with ability to work with different business functions
- Comfortable working with and reporting to senior management
Preferred Qualifications:
- Experience in a wealth management firm, preferably dealing directly with clients in a similar capacity
- Working knowledge of private banking regulatory and control environments