Private Bank Associate: UHNW Wealth & Client Solutions

JPMORGAN CHASE BANK, N.A.; Singapore; On-site; SGD 90,000 - 160,000; Full time

Job summary

JPMorgan Chase Bank, N.A. in Singapore seeks an International Private Bank Private Banker Associate to support a Senior Banker in managing client books across SEA markets, including Thailand.

You will leverage investments, banking, trust services and financial planning to deliver wealth management solutions. You will help with client acquisition and retention, prepare pitches, monitor accounts, coordinate with internal teams, and ensure regulatory compliance.

Qualifications

• Bachelor’s degree in any discipline.
• Minimum 4 years in Private Banking with UHNW client experience.
• Strong knowledge of Wealth Management in SEA with asset classes and regulatory awareness.
• Experience managing relationships across multiple countries/regions.

Responsibilities

• Provide leverage to Senior Banker on daily client priorities including maintaining client relationships, answering clients' enquiries, day-to-day account operations.
• Support Senior Banker during the sales process and ongoing client management, including building pitch books and coordinating information.
• Assist Senior Banker on client hierarchy and pipeline management.
• Assist Senior Banker in the sale of investments, banking and trust services including asset allocation and portfolio reviews.
• Work with Senior Bankers to propose, deliver, and execute wealth solutions for clients; identify new opportunities.
• Update clients on markets, portfolio performance and investment opportunities.
• Assist in preparing presentations and proposals and distribute promotional items to clients on request.
• Keep track of Clients, AUMs and Revenues using internal systems; monitor account performance.
• Collaborate with other teams to meet compliance, operational and due-diligence requirements.

Education

Bachelor's degree

Job description

JPMorgan Chase Bank, N.A. in Singapore seeks an International Private Bank Private Banker Associate to support a Senior Banker in managing client books across SEA markets, including Thailand.

You will leverage investments, banking, trust services and financial planning to deliver wealth management solutions. You will help with client acquisition and retention, prepare pitches, monitor accounts, coordinate with internal teams, and ensure regulatory compliance.