UHNW Private Wealth Investment Advisor

J.P. Morgan; Worcester (MA); On-site; USD 120,000 - 190,000; Full time

Job summary

J.P. Morgan's Private Banking investor team manages discretionary and non-discretionary portfolios across equities, fixed income, FX, derivatives, and alternatives.

You will apply multi-asset knowledge to partner with bankers and advise clients on all aspects of investments, supported by an institutional platform. Based in Worcester, you will work with UHNW clients, assist senior investors with advisory services and client proposals, and travel as needed to cover regions while upholding

Qualifications

• Bachelor degree with 5+ years of relevant experience in investment advisory or Private Banking.
• Strong knowledge of financial markets, investment products and instruments.
• Fluency in Chinese Mandarin; business English communication required.

Responsibilities

• Work independently to service clients’ investment needs
• Collaborate with Senior Investors on complex client requirements
• Support Investor team with investment advisory services across multiple asset classes
• Partner with Private Bankers to identify new business opportunities
• Understand the Private Banking platform and manage process flows
• Prepare client presentations, proposals and management briefings
• Perform portfolio evaluations and market research
• Ensure compliance with internal policies and regulatory requirements
• Potential travel to coverage regions as needed

Skills

Analytical skills

Communication skills

Mandarin (fluency)

Client needs assessment

Education

Bachelor degree

Job description

J.P. Morgan's Private Banking investor team manages discretionary and non-discretionary portfolios across equities, fixed income, FX, derivatives, and alternatives.

You will apply multi-asset knowledge to partner with bankers and advise clients on all aspects of investments, supported by an institutional platform. Based in Worcester, you will work with UHNW clients, assist senior investors with advisory services and client proposals, and travel as needed to cover regions while upholding