Job Summary
Focus on ultra-high-net-worth 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.
Job Responsibilities
• 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 involve in prospecting and acquiring new clients, cultivate prospect lists and actively convert them into clients and deepen relationships
• Work in close partnership with Investors in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities
• Update clients regularly on markets, portfolio performance, investments opportunities, 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
• Responsible for working with other team members on client sponsorship / Know Your Client
Required Qualifications, Capabilities, and Skills
• University degree holder with 7+ years of professional experience in a similar capacity
• Strong understanding of the needs and sensitivities of clients (private individuals and families)
• Proven track record on investment sales and / or relationship management performance
• 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
• Strong knowledge of relevant financial markets and instruments
Preferred Qualifications, Capabilities, and Skills
• Strong presentation skills, an excellent communicator with client facing experience a definite advantage
• Appropriate local regulatory qualification and license
• Fluency in English required with Mandarin and / or Cantonese a definite plus
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