VP, UHNW Private Banking — SEA Client Advisor

JPMORGAN CHASE BANK, N.A.

Singapore

On-site

SGD 250,000 - 400,000

Full time

6 days ago
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Job summary

JPMORGAN CHASE BANK, N.A. is seeking a Wealth Management UHNW Client Advisor, Vice President for the Southeast Asia (SEA) market to support and manage client relationships across the team.

The role focuses on understanding client wealth objectives, investment requirements, and collaborating with specialists to deliver high-quality service while ensuring regulatory compliance. Responsibilities include prospecting and acquiring new clients, coordinating with multiple teams on investment matters,

Qualifications

  • Bachelor’s degree or equivalent in any discipline.
  • Minimum 7 years’ experience in wealth management space with strong client and stakeholder management skills.
  • Working knowledge of private banking regulatory and control environments relevant to the team.

Responsibilities

  • Support and manage all aspects of client relationships and develop long-term relationships.
  • Build portfolio of clients using JPMorgan platforms and acquire new clients.
  • Coordinate with teams to address account inquiries and investment-related aspects.
  • Prepare presentations and proposals, update clients on markets and opportunities.
  • Update Know Your Client information, hosting client meetings, monitoring funds/asset transfers.
  • Collaborate with integrated teams to provide high-quality client service.
  • Track Clients, AUM and Revenues using internal systems; monitor performance.
  • Ensure compliance with regulatory, risk management, and internal policies.

Skills

Client management
Stakeholder management
Communication skills
Organizational skills
Risk awareness
Regulatory awareness

Education

Bachelor’s degree or equivalent

Job description

JPMORGAN CHASE BANK, N.A. is seeking a Wealth Management UHNW Client Advisor, Vice President for the Southeast Asia (SEA) market to support and manage client relationships across the team.

The role focuses on understanding client wealth objectives, investment requirements, and collaborating with specialists to deliver high-quality service while ensuring regulatory compliance. Responsibilities include prospecting and acquiring new clients, coordinating with multiple teams on investment matters,

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