International Private Bank, UHNW Client Advisor, China Team - VP

J.P. Morgan; Worcester (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

J.P. Morgan is seeking a senior Wealth Management professional to develop enduring client relationships and deliver customized investment solutions in Worcester, MA.

You will collaborate with investment specialists and cross-functional partners to align strategies with clients' goals while maintaining the highest standards of integrity. Responsibilities include onboarding, KYC, portfolio reviews, market insights, and pursuing new business opportunities in a dynamic, client-focused environment.

Qualifications

• Bachelor’s degree or equivalent, with at least 7 years in wealth management.
• Strong communication and interpersonal skills to influence and build consensus.
• Excellent organizational abilities with integrity and risk awareness.
• Collaborative team player across multiple business lines and with senior leadership.

Responsibilities

• Develop and nurture enduring client relationships using industry networks and exceptional service across wealth management.
• Collaborate with investment specialists to design, manage customized wealth solutions aligned with client goals.
• Act as strategic advisor, provide market insights, conduct portfolio reviews, and identify new opportunities.
• Oversee onboarding, KYC updates, suitability assessments, and meetings coordination.
• Ensure regulatory compliance and governance with high integrity.
• Monitor portfolios, AUM, and revenue using internal systems for data-driven decisions.
• Drive growth through networking, cross-selling, and family office solutions.

Skills

Client relationships

Communication

Interpersonal skills

Organizational skills

Risk awareness

Team collaboration

Education

Bachelor’s degree or equivalent

Job description

Key Responsibilities:

• Develop, nurture, and strengthen enduring client relationships by leveraging industry networks and consistently providing exceptional service across all facets of wealth management.
• Collaborate with investment specialists and internal partners to design, implement, and manage customized investment and wealth solutions aligned with each China client’s financial goals and risk appetite.
• Serve as a strategic advisor, offering clients actionable market insights, conducting portfolio reviews, and presenting multi-asset investment opportunities, while proactively identifying and pursuing new business opportunities.
• Oversee seamless client onboarding and ongoing relationship management, including KYC updates, suitability assessments, and the coordination of client meetings and transactional activities.
• Partner with cross-functional teams to ensure strict compliance with regulatory standards, risk management protocols, and internal governance policies, maintaining the highest standards of professional integrity.
• Monitor and analyze client portfolios, Assets Under Management (AUM), and revenue metrics using advanced internal systems to support data-driven decision-making.
• Drive commercial growth by expanding the client base through targeted networking, cross-selling initiatives, and the delivery of comprehensive family office solutions.

Required Qualifications & Skills:

• Bachelor’s degree or equivalent, with a minimum of 7 years’ experience in wealth management, demonstrating a strong track record in client acquisition and stakeholder engagement.
• Outstanding communication and interpersonal skills, with the ability to influence and build consensus among clients and internal teams.
• Excellent organizational and prioritization abilities, operating with a high level of integrity and risk awareness.
• Collaborative team player, skilled at working across multiple business lines and engaging with senior leadership.

Preferred Qualifications & Skills:

• Prior experience at a leading wealth management or private banking institution, with direct responsibility for client relationship management.
• Comprehensive understanding of private banking regulatory frameworks and control environments, with proven ability to manage client accounts in accordance with industry best practices.

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. Become an integral part of our dynamic Private Banking division, where we deliver sophisticated wealth management strategies including investment advisory, wealth structuring, philanthropic planning, liquidity optimization, and credit solutions. Our client-focused approach is built on fostering long-term relationships, leveraging a collaborative team environment, and utilizing a comprehensive platform that encompasses the full spectrum of financial services.