International Private Bank, Hybrid Professional - China Market, Associate

JP Morgan Chase; Worcester (MA); On-site; USD 100,000 - 150,000; Full time

Job summary

J.P. Morgan's Private Bank is seeking a Hybrid Professional on the China Market Team to support Client Advisors in daily client service, onboarding, and trading lifecycle.

The role requires a Bachelor’s in Finance or Business, 5+ years in Private Bank client service, fluency in English and Mandarin, strong judgment, and ability to work under tight deadlines. This is a global wealth management leader delivering tailored solutions to UHNW clients.

Qualifications

• Bachelor’s degree in Finance or Business or equivalent.
• Minimum 5 years of client service/relationship support in Private Bank.
• Strong communication and interpersonal skills, bilingual in English and Mandarin.
• Ability to work under tight market deadlines with accuracy.

Responsibilities

• Monitor client accounts and assist with daily administration.
• Assist with onboarding and Know-Your-Client documentation.
• Support Advisors and report investment performance to clients.
• Own the full trading lifecycle from pre-trade checks to post-trade reporting.
• Maintain knowledge of asset classes and products offered.
• Serve as primary contact for day-to-day account servicing and execution.

Skills

Bachelor's degree in Finance/Business

5+ years client service

Interpersonal skills

Deadline-driven

Discretion

Organizational skills

Multi-tasking

Regulatory qualification

English & Mandarin fluency

Education

Bachelor’s degree in Finance or Business

Job description

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our integrated and diverse platform, we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and complexities they face in the ever-evolving financial services space.

As a Hybrid Professional in the China Market Team, you will work closely with our Client Advisors to provide support in all facets of daily business routine, whilst maintaining awareness of, and sensitivity to the confidential nature of Private Banking clients.

Job Responsibilities:

• Monitor client accounts and assist with daily account administration (updating account documentation, managing client Periodic Review process)
• Help manage account opening / onboarding process
• Support Client Advisors in Know-Your-Client documentation and processes and Suitability assessments and reporting
• Own the full trading life-cycle, from pre-trade checks, trade execution to booking and post-trade checks, including risk disclosures, product marketing obligations and reporting execution details to Clients.
• Develop an in deep knowledge of all asset classes and products offered by the Private Bank
• Manage documentation (Alternatives, Suitability, Investment Parameters, OTC etc.)
• Act as a primary contact with external clients for day to day account administration, servicing, execution of investment securities and products
• Partner with the Client Service team and any other member of the broader team in the daily management of Accounts and Credit facilities, and any other accounts or activities relating to the overall client relationships.
• Assist advisors in preparation for client meetings, help prepare and provide analysis of investment performance or other client presentations to deliver to clients

Required qualifications, capabilities and skills:

• Bachelor’s degree in Finance or Business or equivalent in any discipline
• Minimum 5 years of client service and/or relationship manager support experience in Private Bank, with background in brokerage and/or trading.
• Dynamic and independent team player who possesses strong interpersonal and communication skills in delivering exceptional client services, showcasing the ability to proactively engage multiple stakeholders at all levels of seniority to meet strict timelines and operate with strong sense of ownership and urgency. Ability to work both independently and as a team player
• Ability to work under tight market deadlines and accuracy in executing Clients’ directed orders are a must.
• Absolute discretion when dealing with confidential matters.
• Strong organisational and prioritisation skills are required alongside effective judgement from risk and escalation perspectives.
• Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy
• Ability to multi-task and manage priorities effectively, as well as good judgment and problem-solving skills
• Absolute discretion when dealing with confidential matters
• Appropriate local regulatory qualification
• Excellent written and spoken English language skills with proficiency in Mandarin as the role requires communication with clients in both English and Mandarin

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. Great opportunity to build your career in Private Bank.