Description
We are seeking an exceptionally talented individual to join our J.P. Morgan Private Bank team as an Investor, focusing on Ultra High Net Worth (UHNW) clients in the Hong Kong market.
As an Investor, you will be responsible for helping the Banker win new clients and deepen existing client relationships through advisement on investment solutions.
Key Responsibilities:
- Lead a portfolio of key client relationships for the Hong Kong business, acting as the primary resource for investment communication
- Conduct investment reviews with clients to validate their current investment objectives and prepare recommendations for suitable investment products
- Communicate the bank's views and solutions to clients to help them meet their financial objectives
- Develop relationships with immediate team members and work collaboratively to achieve business goals
- Maintain investment dialogue with clients, understand their goals and objectives, and develop and implement overall investment plans
- Provide advice and investment solutions according to relevant legal and compliance requirements
- Work closely with Private Bankers to provide investment expertise to existing and prospective clients, and identify new business opportunities
- Adhere to the Bank's policies and procedures to protect the business from financial and reputational risks
- Supervise, coach, and train junior staff as required
Requirements:
- Bachelor's degree or equivalent in any discipline
- Minimum 12 years of professional experience in a similar investment advisory capacity at another Private Bank or wealth management firm, covering the Hong Kong market
- Strong analytical and communication skills
- Ability to work under minimal supervision and adapt to a fast-paced environment
- Detail-oriented and results-focused
- Sound knowledge of the financial industry, with knowledge of Hong Kong markets being a plus
- Strong knowledge of relevant financial markets and instruments
- Understanding of the private banking key regulatory and control environments
Preferred Qualifications:
- Appropriate local regulatory qualification and licenses
- Strong knowledge of local regulatory policies and guidelines
- Strong knowledge of relevant financial markets and instruments