Hybrid Private Banking Associate - Client Trading

JPMorganChase; Hong Kong; On-site; HKD 700,000 - 900,000; Full time

Job summary

J.P. Morgan Private Bank in Hong Kong is seeking a highly capable professional to support client service and relationship management within the China Market Team. You will assist Client Advisors with daily account routines, onboarding, KYC, and post-trade activities while maintaining confidentiality and accuracy.

The role requires strong English and Mandarin communication, excellent organizational skills, and the ability to manage multiple priorities in a fast-paced wealth management environment.

Qualifications

• Bachelor’s degree in Finance or Business or equivalent.
• Minimum 5 years of client service or relationship manager support experience in Private Bank, with background in brokerage and/or trading.
• Dynamic and independent team player with strong interpersonal and communication skills to deliver exceptional client services.
• Excellent written and spoken English with proficiency in Mandarin for dual-language client communication.

Responsibilities

• Monitor client accounts and assist with daily account administration (updating account documentation, managing client Periodic Review process).
• Help manage account opening / onboarding process.
• Support Client Advisors in Know-Your-Client documentation and processes and Suitability assessments and reporting.
• Own the full trading life-cycle, from pre-trade checks, trade execution to booking and post-trade checks, including risk disclosures and reporting execution details to Clients.
• Develop an in depth knowledge of all asset classes and products offered by the Private Bank.
• Manage documentation (Alternatives, Suitability, Investment Parameters, OTC etc.).
• Act as a primary contact with external clients for day to day account administration, servicing, execution of investment securities and products.
• Partner with the Client Service team and any other member of the broader team in the daily management of Accounts and Credit facilities, and any other accounts or activities relating to the overall client relationships.
• Assist advisors in preparation for client meetings, help prepare and provide analysis of investment performance or other client presentations to deliver to clients

Skills

Client service

Relationship management

Communication skills

English Mandarin

Team collaboration

Independent work

Education

Bachelor's degree in Finance or Business

Job description

J.P. Morgan Private Bank in Hong Kong is seeking a highly capable professional to support client service and relationship management within the China Market Team. You will assist Client Advisors with daily account routines, onboarding, KYC, and post-trade activities while maintaining confidentiality and accuracy.

The role requires strong English and Mandarin communication, excellent organizational skills, and the ability to manage multiple priorities in a fast-paced wealth management environment.