Asia Private Banking MD — Lead Wealth Adviser

Testing Site - JPMC; San Francisco (CA); On-site; USD 150,000 - 230,000; Full time

Job summary

J.P. Morgan's International Private Bank seeks a seasoned Private Banker to advise offshore clients on wealth management, blending investments, wealth planning, credit and banking expertise.

You will join a local team serving Asia-focused clients, supported by an institutional platform that enables holistic, goals-based planning and cross‑line collaboration across markets and functions.

Qualifications

• Six+ years of work experience in Private Banking or Financial Services.
• Proven sales success and strong business acumen.
• Fluent in English and Mandarin.

Responsibilities

• 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, both from existing client base and new client acquisition
• Advise clients on their overall 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

Skills

Private Banking experience

Sales & business acumen

Strong network in financial services

Investments & wealth planning concepts

English & Mandarin fluency

Education

Bachelor’s Degree

Series 7 & 66 licenses; Insurance licenses

Job description

J.P. Morgan's International Private Bank seeks a seasoned Private Banker to advise offshore clients on wealth management, blending investments, wealth planning, credit and banking expertise.

You will join a local team serving Asia-focused clients, supported by an institutional platform that enables holistic, goals-based planning and cross‑line collaboration across markets and functions.