UHNW Client Advisor, Associate – Hong Kong Market

Aumni; Worcester (MA); On-site; USD 190,000 - 360,000; Full time

Job summary

J.P. Morgan is seeking an UHNW Client Advisor, Associate for the Hong Kong market to support and manage all aspects of client relationships within the team, understanding clients’ wealth objectives and investment requirements, and collaborating with specialists to deliver high-quality client service.

The role requires 5+ years in wealth management, strong client and stakeholder management, and the ability to work across multiple bank functions, including reporting to senior management.

Qualifications

• Bachelor degree or its equivalent with a minimum 5 years’ wealth management experience along with strong client and stakeholder management skills.
• Proven client management skills and effective communication skills (oral and written) who can positively engage and influence clients as well as internal stakeholders.
• Strong organizational and prioritization skills.
• Operate with a high level of integrity and risk awareness.
• Must be a team player and able to work with different business functions across the bank.
• As the role is an important contributor to the strategy of JPM, comfort and experience working with and reporting to senior management is required.

Responsibilities

• Support and manage all aspects of client relationships across the team; develop and maintain long-term relationships through professional/personal networks and contacts.
• Operate in both banker and investor capacity, and handle/coordinate with various teams on both overall account inquiries/maintenance as well as on investment-related aspects.
• Articulate and deliver strategic messages to their portfolio, prepare presentations and proposals, and take both solicited and unsolicited orders in all asset classes. Update clients regularly on markets, portfolio performance, investments opportunities, risks.
• Partner with the client including (but not limited to) updating Know Your Client (KYC) information, client suitability profile, hosting client meetings, monitoring funds/asset transfer and handling client ad-hoc queries.
• Collaborate with the other integrated team members to provide a high quality of client service.
• Keeping track of Clients, Assets Under Management (AUM) and Revenues using our internal systems; periodic calculation of account performance.
• Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies.

Skills

Client management

Communication skills

Organizational skills

Risk awareness

Team player

Senior management interaction

Education

Bachelor's degree

Job description

J.P. Morgan is seeking an UHNW Client Advisor, Associate for the Hong Kong market to support and manage all aspects of client relationships within the team, understanding clients’ wealth objectives and investment requirements, and collaborating with specialists to deliver high-quality client service.

The role requires 5+ years in wealth management, strong client and stakeholder management, and the ability to work across multiple bank functions, including reporting to senior management.