Focus on high-net-worth and ultra-high-net-worth individuals and families
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 JP Morgan’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
Understand each client’s wealth objects and investment requirements
Work in close partnership with Investors in proposing, delivering, and executing solutions for clients; as well as in indentifying new business opportunities
Maintaining client relationships, answering clients’ enquiries, day-to-day account operations
Update clients regularly on markets, portfolio performance, investments opportunities, risks
May require regular travel into coverage regions to foster relationships
Work with junior team members in preparing presentations and proposals, and send out various promotion items to clients on request
Keep track of Clients, AUMs and Revenues using our internal systems; periodic calculation of account performance
Work together with other teams in meeting all compliance, operational, and due diligence requirements
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
Supervise, coach, and train junior staffs to maximize their individual contribution to the team as required
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The firm invites all interested and qualified candidates to apply for employment opportunities.
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