International Private Bank - Professionals Lead, China Team and Hong Kong Platform - Vice President

Posted 3 Days Ago
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Central and Western
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Lead the China team Professionals, manage advisor support, enhance operations using AI technologies, ensure compliance and improve service delivery.
Summary Generated by Built In
Job Description
This is an exciting opportunity to lead a dynamic, diverse team within the J.P Morgan's Private Banking business. You will be multifaceted; directly leading the China team Professionals who support Client Advisors in all aspects of daily business, and also being responsible for overseeing the wider Hong Kong platform Professional Teams.
As a Vice President Market lead for Professionals, you will act as the focal point for all coordination, training and workload management across the team. You will focus on managing risks and controls, resolving escalations and working with the Market leadership to ensure effective professionals support to the Market across the core tasks of Onboarding, Maintenance and Service to Order Taking and Execution. The Professionals Team is highly visible and works cross-functionally with multiple internal teams on day to day support. As the China Team and Hong Kong Platform lead, you will play a key role in driving consistency across teams and fostering a culture of collaboration, continuous improvement and implementing best practices across Teams. You will coordinate with offshore support teams and be the point of contact for the Regional leadership team.
We are seeking an exceptional leader who is enthusiastic, high-performing, skilled in dealing with senior stakeholders and has a strong focus on managing a robust control environment. You will be an effective 'player Coach' and seasoned leader with extensive experience in supporting Advisers across the client lifecycle and excellent people management skills.
Job responsibilities
  • Oversee the daily support to Client Advisors and Clients across all aspects of daily Advisor business, ensuring accuracy, compliance, and timely resolution. Leverage AI-driven technologies to streamline processes and enhance service delivery. Manage escalations and be the focal point for Market and Regional Business leaders.
  • Champion digital-first initiatives, utilizing cutting-edge technologies to improve efficiency and client / advisor experience. Drive the adoption of digital tools and platforms to facilitate seamless interactions.
  • Lead, mentor, and develop a team of Professionals, fostering a collaborative and integrated environment aligned with the Private Bank's standards. Be an exceptional people leader who can engage and motivate a diverse team, holding them accountable for their actions and driving performance excellence.
  • Establish and maintain a strong control environment by implementing and monitoring effective controls to mitigate risks. Ensure adherence to regulatory requirements and internal policies, conducting regular audits and reviews to identify and address potential weaknesses. Focus on maintaining a robust control environment.
  • Manage compliance with diverse regulatory requirements. Stay informed of changes in regulations and ensure that operations are aligned with local laws and standards. Collaborate with legal and compliance teams to address regulatory challenges and implement necessary changes.
  • Work closely with key stakeholders to include: Regional and Market Leadership Teams, Offshore Support Teams and internal partners to help define and implement new processes and maintain senior leader engagement.
  • Verify and maintain data quality related to client hierarchy and account alignment, ensuring integrity and accuracy.

Required qualifications, capabilities, and skills
  • Extensive experience in advisor / client support operations (ARM), team management, or business management within the financial services industry
  • Bachelor's degree or equivalent; and appropriate local regulatory qualifications.
  • Strong leadership and team management skills, with the ability to engage and motivate a diverse team. Excellent communication and interpersonal skills, with the ability to build effective partnerships.
  • Strong proficiency in AI-driven technologies, Microsoft Office programs, and experience in process flow analysis/mapping. Familiarity with digital tools and platforms to enhance client service operations.
  • Strong relationship-building skills, with the ability to work collaboratively across diverse teams and geographies.
  • Proficient in written and spoken Mandarin

Preferred qualifications, capabilities, and skills
  • Advanced degree preferred
  • Experience in Private Banking
  • Experience in managing and developing teams
  • Familiarity with end-to-end bank infrastructure, including advisors, client service, product, compliance, risk, technology, operations, controls, and data management.

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.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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.

Top Skills

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What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

What We Do

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.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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