Asia Private Banking MD — Wealth & Client Growth Leader

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

A global financial institution is seeking a Private Banker to provide holistic advice to offshore clients, focusing on wealth management and investment strategies. The role requires a minimum of six years of experience in Private Banking, a Bachelor's degree, and licenses in Series 7 and 66. Fluency in English and Mandarin is essential. Candidates will manage client relationships, generate business results, and partner with specialists to meet diverse client needs. This is an opportunity to work at a leading financial firm in San Francisco.

Qualifications

• Minimum six years of experience in Private Banking or Financial Services.
• Strong sales history with established network.
• Proven understanding of investments, wealth planning, and banking.

Responsibilities

• Manage and maintain relationships with clients.
• Generate business results and acquire new clients.
• Advise clients on their overall balance sheet.
• Partner with internal specialists for expertise.
• Adhere to all risk and control policies.

Skills

Client relationship management

Investment management

Wealth planning

Sales acumen

Fluency in English

Fluency in Mandarin

Education

Bachelor's Degree

MBA, JD, CFA, or CFP preferred

Job description

A global financial institution is seeking a Private Banker to provide holistic advice to offshore clients, focusing on wealth management and investment strategies. The role requires a minimum of six years of experience in Private Banking, a Bachelor's degree, and licenses in Series 7 and 66. Fluency in English and Mandarin is essential. Candidates will manage client relationships, generate business results, and partner with specialists to meet diverse client needs. This is an opportunity to work at a leading financial firm in San Francisco.