Wealth Management Solutions - Multi-Asset Specialist - Vice President

JPMorganChase; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Job summary

J.P. Morgan is seeking an APAC Multi-Asset Specialist within Wealth Management to provide expert advisory on holistic portfolio construction and multi-asset solutions for the Asia region.

You will collaborate with client advisors to tailor strategies reflecting client objectives and preferences in a global environment, including interactions with teams in New York, London, Singapore, and Hong Kong. The role emphasizes strong communication, market insights, and the ability to present complex

Qualifications

• Minimum 8 years of relevant experience in direct investing or portfolio management.
• Exceptional communication, presentation, and public speaking skills.
• Strategic thinker with ability to scale communication across mediums to a broad advisor and client base.
• Mandarin proficiency is 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

Investment expertise

Communication & presentation

Public speaking

Mandarin proficiency

Strategic thinking

Sales & relationship management

Multi-asset portfolio knowledge

Cross-market collaboration

Education

MBA

CFA certification

Tools

PowerPoint

Excel

Job description

Job Description

Join our dynamic APAC Multi-Asset Specialist Team and help deliver comprehensive Multi-Asset and Equity managed solutions. Collaborate closely with client advisors to recommend tailored strategies that reflect clients' unique preferences. Be part of a global, innovative team with colleagues in New York, London, Singapore, and Hong Kong.

As an APAC Multi-Asset Specialist within the Wealth Management Multi-Asset Specialist Team, you will provide expert advisory on holistic portfolio construction. You will leverage your product-agnostic approach to recommend strategies that align with clients' objectives and preferences. You will work collaboratively in a global environment, driving innovation and supporting advisors across the region.

Job 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

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

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.

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.