International Private Bank, Wealth Advisory, based in Hong Kong, Associate

J.P. Morgan; Worcester (MA); On-site; USD 70,000 - 95,000; Full time

Job summary

J.P. Morgan is seeking an Associate to support the Wealth Advisory Team and clients within the Private Bank.

The role involves maintaining trust inventories, preparing client materials (including Chinese versions), and tracking caseloads and metrics in alignment with controls and compliance. The Associate will liaise with International Trust Services for onboarding, provide day-to-day support to Wealth Advisors, bankers, and analysts, and help with restructurings and periodic trust reviews as

Qualifications

• Minimum 5 years of experience in a similar role in a private bank, trust company, or law firm.
• Paralegal, trust administration, trust officer or accountant experience is a plus.
• General understanding of wealth planning and advisory matters for individuals and families.
• Proficiency in MS Office; able to adapt to new systems and technologies.
• Ability to work independently with minimal supervision in a team.

Responsibilities

• Maintain inventories of existing trust structures and manage records/templates for Wealth Advisory.
• Prepare client-ready presentations and marketing materials, including versions in Chinese.
• Track caseloads and deliver pipeline and activity reports in line with control and compliance requirements.
• Support Wealth Advisor–led client and prospect events with logistics and materials.

Job description

Associate Supporting the Wealth Advisory Team and Clients of the Private Bank

International Wealth Advisory is an expert group within the JPMorgan Private Bank. Within Asia, the Wealth Advisory team also act as a key member of the team together with Bankers, Investors and Lending Advisors to understand a client’s wealth planning goals and share their experience and insights on these topics. Wealth Advisors do not provide formal tax or legal advice nor do they charge advisory fees. Wealth Advisors interface with the client's own independent tax or legal advisors.

Job Responsibilities:

• Maintain comprehensive inventories of existing trust structures and manage team records, repositories, and templates for the Wealth Advisory function.
• Prepare client‑ready presentations and marketing materials for Wealth Advisors, including versions in Chinese where required.
• Track caseloads and performance metrics; deliver regular pipeline and activity reports in alignment with control and compliance requirements.
• Support Wealth Advisor–led client and prospect events with logistics, materials, and cross‑functional stakeholder coordination.
• Serve as the primary liaison with International Trust Services (ITS) for new trust onboarding, including approval memos and client execution documents (e.g., LOD, Trust Agreement) in line with policy.
• maintain regular touchpoints with Wealth Advisors on complex or non‑standard matters.
• Support restructurings and periodic trust reviews for ITS‑administered structures; coordinate follow‑ups with fiduciary officers, external counsel, and service providers, and contribute to Wealth Advisory/ITS projects with tracking and presentation support.
• Apply working knowledge of trust and company administration to address advisor queries on internal policies, procedures, and planning matters; provide day‑to‑day support to Wealth Advisors, bankers, servicing specialists, and analysts while ensuring adherence to internal frameworks and controls.

Required Qualifications, Skills and Capabilities:

• At least 5 years of experience in a similar role in a private bank or trust company, or in a law firm
• Prior working experience as Paralegal, trust administration, trust officer, trust administrator or accountant will be an added advantage
• General understanding of wealth planning and advisory matters for individuals and families
• Proficiency in MS Office Applications; adaptive to new systems and technologies
• Ability to work independently with minimal supervision in a team environment
• Keen interest to learn and grow in the role, with the Wealth Advisors in the team

Preferred Qualifications, Skills and Capabilities:

• Appropriate local regulatory qualification and licenses preferred
• Strong knowledge of local regulatory policies and guidelines

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. Our Wealth Advisors focus on providing trust and fiduciary services for our UHNW client relationships in the region.