Wealth Advisory Associate: Private Banking Support

JPMorganChase; Hong Kong; On-site; HKD 480,000 - 720,000; Full time

Job summary

J.P. Morgan Private Bank is seeking an Associate to support the Wealth Advisory Team and the clients of the Private Bank in Hong Kong. You will maintain trust structures, prepare client materials, and coordinate with ITS for onboarding while ensuring compliance and smooth operations.

The role involves collaboration with Wealth Advisors, bankers, and service providers, handling complex matters with discretion and a focus on accuracy and governance.

Qualifications

• At least 5 years of experience in a similar role in a private bank or trust company, or in a law firm.
• Prior working experience as Paralegal, trust administration, trust officer, trust administrator or accountant will be an added advantage
• General understanding of wealth planning and advisory matters for individuals and families
• Proficiency in MS Office Applications; adaptive to new systems and technologies
• Ability to work independently with minimal supervision in a team environment
• Keen interest to learn and grow in the role, with the Wealth Advisors in the team

Responsibilities

• Maintain comprehensive inventories of existing trust structures and manage team records, repositories, and templates for the Wealth Advisory function.
• Prepare client‑ready presentations and marketing materials for Wealth Advisors, including versions in Chinese where required.
• Track caseloads and performance metrics; deliver regular pipeline and activity reports in alignment with control and compliance requirements.
• Support Wealth Advisor–led client and prospect events with logistics, materials, and cross‑functional stakeholder coordination.
• Serve as the primary liaison with International Trust Services (ITS) for new trust onboarding, including approval memos and client execution documents (e.g., LOD, Trust Agreement) in line with policy.
• maintain regular touchpoints with Wealth Advisors on complex or non‑standard matters.
• Support restructurings and periodic trust reviews for ITS‑administered structures; coordinate follow‑ups with fiduciary officers, external counsel, and service providers, and contribute to Wealth Advisory/ITS projects with tracking and presentation support.
• Apply working knowledge of trust and company administration to address advisor queries on internal policies, procedures, and planning matters; provide day‑to‑day support to Wealth Advisors, bankers, servicing specialists, and analysts while ensuring adherence to internal frameworks and controls.

Skills

Paralegal experience

Trust administration

Wealth planning knowledge

MS Office

Independent work

Team collaboration

Tools

MS Office

Job description

J.P. Morgan Private Bank is seeking an Associate to support the Wealth Advisory Team and the clients of the Private Bank in Hong Kong. You will maintain trust structures, prepare client materials, and coordinate with ITS for onboarding while ensuring compliance and smooth operations.

The role involves collaboration with Wealth Advisors, bankers, and service providers, handling complex matters with discretion and a focus on accuracy and governance.