Asia Private Banking Managing Director Wealth & Strategy

JPMorgan Chase & Co.; New York (NY); Vor Ort; USD 120.000 - 190.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. is seeking an accomplished Private Banker for its International Private Bank in New York.

You will advise offshore clients on wealth creation, preservation, and balance-sheet optimization, leveraging investments, planning, credit, and banking to deliver holistic guidance and drive new client acquisition. You will collaborate with specialists across markets and functions, servicing clients from Asia with institutional support to help achieve their goals while maintaining a

Qualifikationen

• Six+ years of work experience in Private Banking or Financial Services.
• Series 7, 66 and Insurance licenses required; unlicensed candidates considered but must obtain licenses within 90 days of start date.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or understanding of investments, wealth planning, credit and banking concepts.
• Fluent in English and Mandarin.

Aufgaben

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
• Generate business results and acquire new assets from existing clients and new client acquisition.
• Advise clients on their balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed.
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach.
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures.

Kenntnisse

Six+ years experience

Series 7

Series 66

Insurance licenses

Fluent English

Mandarin

Ausbildung

Bachelor's Degree

Jobbeschreibung

JPMorgan Chase & Co. is seeking an accomplished Private Banker for its International Private Bank in New York.

You will advise offshore clients on wealth creation, preservation, and balance-sheet optimization, leveraging investments, planning, credit, and banking to deliver holistic guidance and drive new client acquisition. You will collaborate with specialists across markets and functions, servicing clients from Asia with institutional support to help achieve their goals while maintaining a