International Private Bank- Banker Professional Analyst
International Private Bank- Banker Professional Analyst
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$ 85000 - 95000
1 Vacancy
Job Description
This is an exciting opportunity for you to join a dynamic diverse team within the Asia market of J.P Morgans International Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets businesses and functions to provide you with the opportunity to take your career to the next level.
Our Private Bank is a global wealth management leader that delivers the highest quality advice service capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our integrated and diverse platform we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and complexities they face in the ever-evolving financial services space.
The Role
TheProfessional will provide support to team consisting of Client Advisors in all facets of daily business routine while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.
The Role will be responsible for:
- Provide basic client information management
- Prepare and review prospect/banking products pitches
- Validate source of wealth of clients
- Periodic updating of client backgrounds
- Client invitation/nominations for events
- Account opening approval coordination
- Daily account administration: unblocking of accounts setting up credit lines
- Advisory and brokerage accounts trade execution and daily control over trade settlement
- Contact point with Supervisory Management Risk Management and Investor Support team
Required Qualifications Capabilities and Skills
- Series 7 66 and Insurance licenses required for position; unlicensed candidates considered but required to obtain licenses within 90 days of start date
- Fluent in English and Mandarin Required
- Bachelors Degree required
- One plus years of industry related experience
- Exceptional follow-up and follow-through skills
- PowerPoint and Excel expertise
Required Experience:
IC
Employment Type
Full-Time
