Wealth Management Goals-Based Planning Vice President
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
At JP Morgan Goals-based planning is the cornerstone of how we forge lasting relationships. With a dynamic client-centric approach we place our clients aspirations at the heart of every investment strategyempowering them to reach meaningful milestones and realize the life they envision.
As a Vice President in the Goals-Based Planning Team you will collaborate closely with North Asia advisors facilitating holistic planning conversations and leveraging our award-winning analytical tools. Reporting to the IPB Head of Goals-based Planning you will play a strategic role in supporting the growth and success of our North Asia business.
We are looking for an accomplished and passionate Vice President to join our Hong Kong office dedicated to further embedding Goals-based planning across the North Asia-focused teams. Your role is pivotal in partnering with advisors to develop implement and monitor long-term plans that reflect each clients unique goals and preferences.
Job responsibilities
- Drive client and prospect engagement across North Asia by delivering advice on strategic asset allocation and portfolio construction tailored to individual goals.
- Design and facilitate training sessions to help advisors strengthen their skills.
- Build strong partnerships with regional stakeholdersincluding the Asia Lead for Goals-based planning Market Managers Team Leads and Solutions Partnersto ensure alignment and promote adoption of our goals-based planning framework.
- Collaborate with the Goals-based team in Mumbai to guide advisor teams in structuring and presenting wealth planning analyses in a clear conversational manner.
- Reinforce actively and amplify our goals-based approach during team huddles and internal meetings.
- Serve as a subject-matter expert on goals-based planning and broader wealth advisory considerations relevant to North Asia.
- Ensure advisors have access to high-quality Chinese and English content to effectively engage both prospects and clients.
Required qualifications capabilities and skills
- Bachelors degree in business Finance or Economics or a related discipline or equivalent experience within wealth management or financial services.
- Minimum Experience 7 years in asset allocation portfolio management or private banking advisory.
- Proven expertise in advising on asset allocation for complex investment portfolios and providing guidance to ultra-high-net-worth clients.
- Strong understanding of portfolio analytics and risk management concepts.
- Ability to distill complex financial concepts into clear actionable recommendations for clients.
- Strong emotional intelligence and interpersonal skills.
- Meticulous attention to detail complemented by refined written and verbal communication skills including public speaking.
- Strong multi-tasking skills and the ability to perform effectively under pressure with excellent time management and prioritization abilities.
- Adaptable and collaborative with a commitment to efficiency and continuous process improvement.
- Fluency in English and Mandarin is required
Preferred qualifications capabilities and skills
- Proficiency in Cantonese is advantageous.
- CFA or CFP certification is a plus.
Required Experience:
Exec
Key Skills
- Change Management
- Financial Services
- Growing Experience
- Managed Care
- Management Experience
- Analysis Skills
- Senior Leadership
- Performance Management
- Process Management
- Leadership Experience
- negotiation
- Analytics
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
