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Wealth Management, Investor Professional, UHNW Hong Kong Team, Analyst

Req #: 180009732
Location: Hong Kong, , HK
Job Category: Relationship Management/Sales
Potential Referral Amount: Hong Kong Dollar (HKD)

J.P. Morgan Private Bank Investment Professional:


J.P. Morgan Private Bank has been helping the world’s wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Private Bank advisors in 110 offices in 25 states and 20 countries, the Private Bank provides clients with a global perspective delivered through a local, dedicated team of specialists focused on fundamental wealth management disciplines, including investment management, wealth structuring, philanthropy, credit and banking.


Position Summary:

Provide support to team consisting of Investors in all facets of daily business routine, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. 



                    Trade Processing – Input post-trade tickets on behalf of Investor team

                    Document Management – Prepare and review key client documents such as Mandates and Investment Performance Review presentations for Investors to deliver to clients. Such documentation is to be approved by Investors prior to delivery

                    Daily Investor Operations - interpretation of client data, seeking administrative approvals, account updates, answering phone calls for Investors, monitoring of fee schedules and billing, review brokerage trades (compare paper blotter to trade blotter daily), retrieve investment product factsheets and raise subscription documents

                    Business Management – Assist Investment Team Lead on monitoring exceptions, managing sales management priorities and tracking follow ups

                    Marketing – conducting market, product and client research, manage road show invitations



                    College degree required

                    Minimum 1-2 years industry related experience

                    PowerPoint and Excel expertise required

                    Familiarity with JP Morgan Private Bank systems Workstation and PI Web preferred

                    Excellent interpersonal skills, both written and oral

                    Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy

                    Ability to multi-task and manage priorities effectively

                    Good judgment and problem solving skills

                    Absolute discretion when dealing with confidential matters

                    Ability to work both independently and as a team player

                    Exceptional follow-up and follow-through skills

                    General comfort level with Internet/Intranet usage and ability to learn proprietary software

                    Fluent written and spoken English, Cantonese language skill a major plus

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