UHNW China Private Banking Executive

Aumni; Worcester (MA); On-site; Full time

Job description

Private Banking is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, as well as tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth.

As a China Banker in our International Private Bank business, you will understand each client’s wealth objects and investment requirements, and work in close partnership with specialists in proposing, delivering, and executing solutions, as well as in identifying new business opportunities.

Job Responsibilities

• Focus on Chinese UHNW individuals and families, as well as institutions
• Manage all aspects of client relationship, develop and maintain long‑term relationships through strong personal networks and contacts
• Build portfolio of clients using resources and expertise of JPMorgan’s platforms, products, services, and networks
• Actively involved in prospecting and acquiring new clients, cultivate prospect lists and actively convert them into clients and deepen relationships
• Update clients regularly on markets, portfolio performance, investments opportunities and risks
• Oversee private client relationships by providing strategic advice based on each client’s wealth objectives. Provide access to specialists and manage clients’ investment portfolios
• Work with other team members on client sponsorship / Know Your Client

Required Qualifications, Capabilities and Skills

• University degree holder and 7+ years of professional experience in a similar capacity
• Strong understanding of the needs and sensitivities of clients (private individuals and families)
• Strong knowledge of relevant financial markets and instruments
• Proven track record on investment sales and / or relationship management performance
• Strong presentation skills, an excellent communicator with client facing experience a definite advantage
• Able to work under minimal supervision; adaptable to work in demanding environment
• Detail‑oriented and results‑focused
• Strong knowledge of local regulatory policies and guidelines
• Appropriate local regulatory qualifications and licenses
• Fluency in English required, business communication in Chinese Mandarin is essential to support Chinese speaking clients

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 FAQs for more information about requesting an accommodation.

This role will focus on Chinese ultra-high-net-worth individuals and families in the Asia Private Bank.