Wealth Management - Goals-Based Planning - Vice President

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

Wealth Management - Goals-Based Planning - Vice President

Central and Western, Hong Kong Island, Hong Kong

Job Information

• Job Identification 210684989
• Job Category Investors
• Business Unit Asset & Wealth Management
• Posting Date 02/05/2026, 09:28 AM
• Locations Chater House, 8 Connaught Road Central, Hong Kong, HKI, 999077, HK
• Job Schedule Full time

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.

Job Description

At JP Morgan, Goals-based planning is the cornerstone of how we forge lasting relationships. With a dynamic, client-centric approach, we place our clients’ aspirations at the heart of every investment strategy—empowering them to reach meaningful milestones and realize the life they envision.

As a Vice President in the Goals-Based Planning Team, you will collaborate closely with North Asia advisors, facilitating holistic planning conversations and leveraging our award-winning analytical tools. Reporting to the IPB Head of Goals-based Planning, you will play a strategic role in supporting the growth and success of our North Asia business.

We are looking for an accomplished and passionate Vice President to join our Hong Kong office, dedicated to further embedding Goals-based planning across the North Asia-focused teams. Your role is pivotal in partnering with advisors to develop, implement, and monitor long-term plans that reflect each client’s unique goals and preferences.

Job responsibilities

• Drive client and prospect engagement across North Asia by delivering advice on strategic asset allocation and portfolio construction, tailored to individual goals.
• Design and facilitate training sessions to help advisors strengthen their skills.
• Build strong partnerships with regional stakeholders—including the Asia Lead for Goals-based planning, Market Managers, Team Leads, and Solutions Partners—to ensure alignment and promote adoption of our goals-based planning framework.
• Collaborate with the Goals-based team in Mumbai to guide advisor teams in structuring and presenting wealth planning analyses in a clear, conversational manner.
• Reinforce actively and amplify our goals-based approach during team huddles and internal meetings.
• Serve as a subject-matter expert on goals-based planning and broader wealth advisory considerations relevant to North Asia.
• Ensure advisors have access to high-quality Chinese and English content to effectively engage both prospects and clients.

Required qualifications, capabilities, and skills

• Bachelor’s degree in business, Finance or Economics, or a related discipline or equivalent experience within wealth management or financial services.
• Minimum Experience 7 years in asset allocation, portfolio management, or private banking advisory.
• Proven expertise in advising on asset allocation for complex investment portfolios and providing guidance to ultra-high-net-worth clients.
• Strong understanding of portfolio analytics and risk management concepts.
• Ability to distill complex financial concepts into clear, actionable recommendations for clients.
• Strong emotional intelligence and interpersonal skills.
• Meticulous attention to detail, complemented by refined written and verbal communication skills, including public speaking.
• Strong multi-tasking skills and the ability to perform effectively under pressure, with excellent time management and prioritization abilities.
• Adaptable and collaborative, with a commitment to efficiency and continuous process improvement.
• Fluency in English and Mandarin is required

Preferred qualifications, capabilities, and skills

• Proficiency in Cantonese is advantageous.
• CFA® or CFP® certification is a plus.

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.