Key Responsibilities:
- Develop, nurture, and strengthen enduring client relationships by leveraging industry networks and consistently providing exceptional service across all facets of wealth management.
- Collaborate with investment specialists and internal partners to design, implement, and manage customized investment and wealth solutions aligned with each China client's financial goals and risk appetite.
- Serve as a strategic advisor, offering clients actionable market insights, conducting portfolio reviews, and presenting multi-asset investment opportunities, while proactively identifying and pursuing new business opportunities.
- Oversee seamless client onboarding and ongoing relationship management, including KYC updates, suitability assessments, and the coordination of client meetings and transactional activities.
- Partner with cross-functional teams to ensure strict compliance with regulatory standards, risk management protocols, and internal governance policies, maintaining the highest standards of professional integrity.
- Monitor and analyze client portfolios, Assets Under Management (AUM), and revenue metrics using advanced internal systems to support data-driven decision-making.
- Drive commercial growth by expanding the client base through targeted networking, cross-selling initiatives, and the delivery of comprehensive family office solutions.
Required Qualifications & Skills:
- Bachelor's degree or equivalent, with a minimum of 7 years' experience in wealth management, demonstrating a strong track record in client acquisition and stakeholder engagement.
- Outstanding communication and interpersonal skills, with the ability to influence and build consensus among clients and internal teams.
- Excellent organizational and prioritization abilities, operating with a high level of integrity and risk awareness.
- Collaborative team player, skilled at working across multiple business lines and engaging with senior leadership.
Preferred Qualifications & Skills:
- Prior experience at a leading wealth management or private banking institution, with direct responsibility for client relationship management.
- Comprehensive understanding of private banking regulatory frameworks and control environments, with proven ability to manage client accounts in accordance with industry best practices.
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.
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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.
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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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