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Wealth Management – Investments Solutions Business Management – Associate

Req #: 170085315
Location: Hong Kong, Hong Kong, HK
Job Category: Asset Management
Potential Referral Amount: 20000 Hong Kong Dollar (HKD)

About J.P. Morgan


J.P. Morgan is a global leader in financial services, working across the globe to deliver the best solutions and advice to meet our clients’ needs. We operate in 100 countries, and hold leadership positions across our different lines of business. We have an exceptional team of employees who work hard to do the right thing for our clients and the firm. This is why we are the most respected financial institution in the world – and why we can offer you an outstanding career.


About Wealth Management


With more than 160 years of experience, the J.P. Morgan Wealth Management is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the Wealth Management’s products and solutions. Wealth Management is involved with every facet of wealth management, including investments, liquidity and credit management, tax and estate planning. Our business model focuses on deep client relationships through an integrated team structure with a platform of both depth and breadth.




Wealth Management Investments Business Management works with Asset Class Leaders, Portfolio Managers, Due Diligence and Investment Team Leaders to manage and execute initiatives across Wealth Management. The group partners with Legal, Compliance, and Risk to define and implement solutions to comply with new regulations and business requirements across multiple entities and jurisdictions.


Job Description:


The individual in this role will execute initiatives across Investment Solutions, focusing on the continued success and innovation of the business. Initiatives will relate to diverse subject matter, including idea generation, product development, trading and trading systems, sales management and the control agenda. Success will require working collaboratively with senior stakeholders across the business and control functions with a critical eye for problem solving. Responsibilities will inevitably extend from areas mentioned into others.


Role and Responsibilities:

  • Work with Senior Management across Wealth Management, including Asset Class Leaders, Portfolio Managers, Due Diligence, Investment Team Leaders and Operating Committee Members, to formalize business priorities

  • Develop a detailed understanding of current-state processes and procedures, identify weaknesses, gaps and opportunities for improvement

  • Present business proposals and conduct checkpoints with Senior Management for review and approval

  • Represent Investment Solutions’ interests and priorities in key decision making forums

  • Meet key deliverable/milestone deadlines

  • Establish and lead working groups, requiring effective partnership with the following groups:

    • Investments

    • Product Management

    • Legal

    • Compliance

    • Technology

    • Operations

    • Strategic Program Group

    • Risk Management

    • Marketing

    • Finance

    • Human Resources

  • Measure results via business, client, and team impact



  • Ability to execute within demanding deadlines, and manage multiple projects concurrently

  • Proactive, accountable, and detail-oriented work ethic

  • Organized and comprehensive project management approach 

  • Thrive working in a fast-paced and demanding environment

  • Confidence and skill to both develop and recommend solutions to business leaders

  • Ability to quickly analyze business practices to identify risk and develop innovative solutions

  • Strong written and verbal communication skills to interface globally with all levels of the organization

  • Superior judgment and discretion working with both confidential and sensitive information


  • At least 6-10 years of experience in business management or investments

  • Experience with and in-depth knowledge of fixed income, structured notes, equities and alternatives

  • Experience with distributing complex investment solutions to affluent or high net worth individuals and/or families

  • Trading or trading infrastructure experience

  • Experience with the global regulatory initiatives

  • Broad understanding of JPMorgan Asset Management, and Global Wealth Management specifically

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