VP, Goals-Based Wealth Planning – North Asia

Testing Site - JPMC; Hong Kong; On-site; HKD 1,200,000 - 2,000,000; Full time

Job summary

J.P. Morgan is seeking a Vice President for the Goals-Based Planning Team in Hong Kong. Lead collaboration with North Asia advisors to enhance holistic planning and leverage analytical tools. Report to the IPB Head of Goals-based Planning and drive long-term client outcomes aligned with goals.

You will partner with regional teams, design training, and guide advisor groups in presenting wealth plans, while embedding the goals-based framework across North Asia.

Qualifications

• Bachelor’s degree in business, Finance or Economics, or related discipline or equivalent experience in wealth management or financial services.
• Minimum 7 years in asset allocation, portfolio management, or private banking advisory.
• Proven expertise in advising on asset allocation for complex portfolios and UHNW clients.
• Strong understanding of portfolio analytics and risk management concepts.
• Ability to distill complex financial concepts into clear, actionable recommendations.
• Fluency in English and Mandarin is required.

Responsibilities

• Drive client and prospect engagement across North Asia with strategic asset allocation and portfolio construction.
• Design and facilitate training sessions to strengthen advisor skills.
• Build partnerships with Asia Lead for Goals-based planning, Market Managers, Team Leads, and Solutions Partners.
• Collaborate with the Goals-based team in Mumbai to guide advisor teams in wealth planning analyses.
• Reinforce goals-based approach during team huddles and internal meetings.
• Serve as a subject-matter expert on goals-based planning and wealth advisory in North Asia.
• Ensure advisors have access to high-quality Chinese and English content for prospects and clients.

Skills

Asset allocation

Portfolio management

Private banking advisory

Risk management concepts

Client communication

Public speaking

Time management

Mandarin proficiency

English proficiency

Education

Bachelor’s degree in business/Finance/Economics

Job description

J.P. Morgan is seeking a Vice President for the Goals-Based Planning Team in Hong Kong. Lead collaboration with North Asia advisors to enhance holistic planning and leverage analytical tools. Report to the IPB Head of Goals-based Planning and drive long-term client outcomes aligned with goals.

You will partner with regional teams, design training, and guide advisor groups in presenting wealth plans, while embedding the goals-based framework across North Asia.