International Private Bank, UHNW Client Advisor, China Team – VP
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Job Location:
Monthly Salary:
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
Description
Key Responsibilities:
- Develop nurture and strengthen enduring client relationships by leveraging industry networks and consistently providing exceptional service across all facets of wealth management.
- Collaborate with investment specialists and internal partners to design implement and manage customized investment and wealth solutions aligned with each China clients financial goals and risk appetite.
- Serve as a strategic advisor offering clients actionable market insights conducting portfolio reviews and presenting multi-asset investment opportunities while proactively identifying and pursuing new business opportunities.
- Oversee seamless client onboarding and ongoing relationship management including KYC updates suitability assessments and the coordination of client meetings and transactional activities.
- Partner with cross-functional teams to ensure strict compliance with regulatory standards risk management protocols and internal governance policies maintaining the highest standards of professional integrity.
- Monitor and analyze client portfolios Assets Under Management (AUM) and revenue metrics using advanced internal systems to support data-driven decision-making.
- Drive commercial growth by expanding the client base through targeted networking cross-selling initiatives and the delivery of comprehensive family office solutions.
Required Qualifications & Skills:
- Bachelors degree or equivalent with a minimum of 7 years experience in wealth management demonstrating a strong track record in client acquisition and stakeholder engagement.
- Outstanding communication and interpersonal skills with the ability to influence and build consensus among clients and internal teams.
- Excellent organizational and prioritization abilities operating with a high level of integrity and risk awareness.
- Collaborative team player skilled at working across multiple business lines and engaging with senior leadership.
Preferred Qualifications & Skills:
- Prior experience at a leading wealth management or private banking institution with direct responsibility for client relationship management.
- Comprehensive understanding of private banking regulatory frameworks and control environments with proven ability to manage client accounts in accordance with industry best practices.
Required Experience:
Exec
Key Skills
- Correspondent
- Invoicing
- CAD
- CMMS
- Communication
- AC Maintenance
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
