Hybrid Private Banking Associate – China Market

Next Frontier Capital; Worcester (MA); Hybrid; USD 120,000 - 180,000; Full time

Job summary

J.P. Morgan’s Private Bank team in the China Market focuses on delivering global wealth management solutions to Ultra High Net Worth clients. This hybrid role supports Client Advisors across daily routines, onboarding, and KYC with a confidential, client‑first approach.

The candidate will own trading workflows, ensure accuracy under market pressure, and collaborate with the Client Service team to maintain strong client relationships and timely reporting.

Qualifications

• Bachelor's degree in Finance or Business or equivalent

Responsibilities

• Monitor client accounts and assist with daily account administration
• Help manage account opening/onboarding
• Support Client Advisors in KYC documentation and processes
• Own the full trading life-cycle, from pre-trade checks to post-trade reporting
• Develop deep knowledge of all asset classes and products
• Manage documentation (Alternatives, Investment Parameters, OTC)
• Act as primary contact with external clients for day-to-day account servicing
• Partner with Client Service and broader team in daily management of accounts
• Assist advisors in client meetings with investment performance analyses

Skills

Interpersonal communication

Client service

Time management

Multi-tasking

Problem solving

Attention to detail

Ownership mindset

Education

Bachelor's degree in Finance/Business

Tools

Trading platforms

Job description

J.P. Morgan’s Private Bank team in the China Market focuses on delivering global wealth management solutions to Ultra High Net Worth clients. This hybrid role supports Client Advisors across daily routines, onboarding, and KYC with a confidential, client‑first approach.

The candidate will own trading workflows, ensure accuracy under market pressure, and collaborate with the Client Service team to maintain strong client relationships and timely reporting.