Wealth Management Solutions - Multi-Asset Specialist - Vice President

JPMorgan Chase Bank, N.A.; Hong Kong; On-site; HKD 1,000,000 - 2,200,000; Full time

Job summary

JPMorgan Chase Bank, N.A. in Hong Kong seeks a Vice President for Wealth Management Solutions - Multi-Asset Specialist to advise on holistic portfolios and deliver macro-driven investment guidance to Advisors and clients across Asia Private Bank.

The role requires deep expertise in multi-asset solutions, strong communication skills, and Mandarin proficiency, with collaboration across markets to optimize investment flows and client satisfaction.

Qualifications

• Experience in direct investing, client portfolio management, or as an investment specialist at an asset manager, wealth manager, investment bank, or institutional investor.
• Excellent communication, presentation, and public speaking skills for diverse audiences, including large groups.
• Strategic thinker capable of scaling communications across live, written, and media channels.
• Strong knowledge of global financial markets and engagement with portfolio managers.
• Experience with multi-asset, equities, and fixed income strategies across active and passive vehicles.
• Proven sales and client relationship management with advisors; highly organized with attention to detail.
• Proficient Mandarin language skills are required.

Responsibilities

• Advise on constructing holistic portfolios reflecting clients’ objectives and preferences.
• Apply strong knowledge of portfolio construction principles to ensure outcome-oriented recommendations.
• Serve as subject matter expert, articulating macroeconomic views and strategy for Asia Private Bank.
• Develop and maintain deep expertise in JPMorgan’s multi-asset solutions.
• Deliver compelling investment advice to Advisors via calls, presentations, and written materials.
• Design scalable content for presentations, emails, and communication channels.
• Collaborate across markets to drive and retain investment flows.
• Analyze market trends to inform strategic priorities.
• Provide direct advisory support for Advisors during prospecting and client review processes.
• Champion new strategies and identify opportunities for enhancements in marketing, technology, and finance.
• Communicate effectively with diverse audiences, including large group settings.

Skills

Direct investing

Portfolio management

Asset management

Public speaking

Communication

Education

MBA

CFA

Job description

Wealth Management Solutions - Multi-Asset Specialist - Vice President

Advise on constructing holistic portfolios reflecting clients’ objectives and preferences

Apply strong knowledge of portfolio construction principles to ensure outcome-oriented recommendations

Serve as subject matter expert, articulating macroeconomic views and strategy for Asia Private Bank

Develop and maintain deep expertise in JPMorgan’s multi-asset solutions

Deliver compelling investment advice to Advisors via calls, presentations, and written materials

Design scalable content for presentations, emails, and communication channels

Collaborate across markets to drive and retain investment flows

Analyze market trends to inform strategic priorities

Provide direct advisory support for Advisors during prospecting and client review processes

Champion new strategies and identify opportunities for enhancements in marketing, technology, and finance

Communicate effectively with diverse audiences, including large group settings

Required Qualifications, Capabilities And Skills

Demonstrate minimum 8 years of relevant experience in direct investing, client portfolio management, or as an investment specialist at an Asset Management firm, Wealth Manager, Investment Bank, or Institutional Investor (e.g., Sovereign Wealth Fund, Endowment).

Exceptional communication, presentation, and public speaking skills, with the ability to clearly and passionately articulate investment views and recommendations to diverse audiences, including large group settings.

Strategic thinker with the ability to scale communication effectively across various mediums (live presentations, written materials, recorded video) to a broad advisor and client base.

Strong technical knowledge of global financial markets, with the ability to engage in robust dialogue with Portfolio Managers.

Experience with managed accounts across multi-asset, equities, and fixed income, including both active and passive strategies.

Demonstrated aptitude for sales and client relationship management, particularly with Client Advisors.

Excellent multi-tasking and organizational skills, with the ability to prioritize and maintain attention to detail.

Positive attitude and proactive communication style.

Proficiency in Mandarin is required.

Preferred Qualifications, Capabilities And Skills

Hold an MBA and/or CFA certification

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