Senior Private Banker – Financial Sponsors (Exec Dir/VP)

JPMorgan Chase & Co.; Hong Kong; On-site; HKD 1,200,000 - 1,800,000; Full time

Job summary

JPMorgan Chase & Co. in Hong Kong is seeking a seasoned wealth management professional to manage and grow client relationships within the Private Bank. You will articulate investment strategies, prepare proposals, and coordinate across asset classes while ensuring KYC, risk controls, and regulatory compliance.

The role requires 7+ years in wealth management, strong client and stakeholder skills, and the ability to work with senior management in a fast-paced, global bank environment.

Qualifications

• Bachelor degree or its equivalent with 7+ years’ wealth management experience and strong client/stakeholder management skills.
• Strong understanding of needs of financial sponsors clients in the Hong Kong & China market.
• Proven client management and effective communication skills (oral and written).
• Strong organizational and prioritization skills.
• Operate with a high level of integrity and risk awareness.
• Must be a team player and able to work with different bank functions.
• Role involves reporting to senior management and contributing to strategy.

Responsibilities

• Support and manage all aspects of client relationships; develop and maintain long-term relationships.
• Articulate strategic messages to portfolios, prepare presentations, and handle orders across asset classes.
• Update KYC information, client suitability, host client meetings, monitor funds/asset transfers, and handle queries.
• Collaborate with integrated team members to provide high-quality client service.
• Track Clients, AUM and Revenues using internal systems; periodically calculate performance.
• Ensure compliance with regulatory, risk, and internal policies.

Skills

Wealth management

Client management

Communication skills

Organization & prioritization

Integrity & risk awareness

Team player

Senior management reporting

Education

Bachelor degree or equivalent

Job description

JPMorgan Chase & Co. in Hong Kong is seeking a seasoned wealth management professional to manage and grow client relationships within the Private Bank. You will articulate investment strategies, prepare proposals, and coordinate across asset classes while ensuring KYC, risk controls, and regulatory compliance.

The role requires 7+ years in wealth management, strong client and stakeholder skills, and the ability to work with senior management in a fast-paced, global bank environment.