Wealth Management, China Banker - Executive Director

Private Banking is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, as well as tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth.

As a China Banker in our Wealth Management business, you will understand each client’s wealth objects and investment requirements, and work in close partnership with specialists in proposing, delivering, and executing solutions, as well as in identifying new business opportunities.

Job Responsibilities

• Focus on Chinese UHNW individuals and families, as well as institutions
• Manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and contacts
• Build portfolio of clients using resources and expertise of JPMorgan’s platforms, products, services, and networks
• Actively involved in prospecting and acquiring new clients, cultivate prospect lists and actively convert them into clients and deepen relationships
• Update clients regularly on markets, portfolio performance, investments opportunities and risks
• Oversee private client relationships by providing strategic advice based on each client’s wealth objectives. Provide access to specialists and manage clients’ investment portfolios
• Work with other team members on client sponsorship / Know Your Client

Required Qualifications, Capabilities and Skills