International Private Bank, Morgan Private Advisory, Philanthropy Advisor - VP, Hong Kong
Key Responsibilities:
- Contribute to new business development in collaboration with banking teams and product specialists by providing philanthropic advice. Work across a broad spectrum within the Private Bank, including: individuals and families; private foundations; donor-advised funds; and public charity endowments.
- Advise on best practices in philanthropic giving, including: trends in philanthropy; philanthropic vehicle selection; vision and mission statements; funding guidelines; operating procedures; governance matters; succession issues; and strategic grant making.
- Advise on family-led decision making and coaching of next generation family members.
- Manage ongoing relationships with select clients who require ongoing assistance with grant making or other elements of their philanthropic endeavors.
- Cultivate and sustain a robust professional and community network, leveraging deep knowledge of the target market to build and strengthen relationships with clients and prospective clients.
- Plan, facilitate and speak at donor educational forums, board meetings and other client activities designed to highlight strategic and effective philanthropy.
- Lead / facilitate trainings or meetings with clients and their families.
Required Qualification & Skills:
- Bachelor's degree required.
- 8+ years' experience in non-profit organizations, foundations or related fields.
- Sales and marketing experience preferred, especially within the financial industry or client advisory roles.
- Creative problem-solving skills, with the capacity to generate new ideas and adapt to changing needs.
- Strong leadership, clear judgment, and the ability to influence and facilitate effectively.
- Well-established philanthropic professional network in Asia.
- Willingness to travel for business purposes.
Preferred Qualifications & Skills:
- Proven track record of connecting with a broad range of perspectives.
- Demonstrated strength in both written and oral presentation skills in English and Chinese (Mandarin is a plus).
- Experience building trusting partnerships and relationships with internal stakeholders and external networks.
- Desire to work in a dynamic, fast-paced corporate environment, with flexibility to contribute within a small team.
- Prior advisory experience with ultra-high-net-worth clients is a plus.
About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.
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