International Private Bank, Investor for China Market, Vice President, based in Hong Kong
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Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
The investor team manages the portfolios (both discretionary and non-discretionary) of Private Banking clients across a range of products (equities fixed income foreign exchange derivatives structured products alternative investments and private equity.
Job Summary
The Investor will be an integrated part of the team that focuses primarily on UHNW clients existing and prospective where the Investor will help manage the existing book and develop new business working closely with senior Investors in the team.
Job Responsibilities
Work within a broad team of Global Investors and Bankers to manage discretionary and advisory client portfolios
Understand clients investment plan and objectives
Advise on portfolio construction including overall asset allocation tactical shifts and security selections
Market and implement investment solutions in accordance with clients asset allocation. Such solutions will be delivered either on a discretionary or advisory basis and will include: mutual funds structured products hedge funds private equity as well as execution of more traditional brokerage transactions such as equities bonds foreign exchange etc.
Grow new assets by identifying and developing new business opportunities from existing client base
Support and participate in new marketing initiatives alongside Bankers to help convert prospects to clients
Deliver performance reviews to clients across traditional and non-traditional assets - JPM and third party
Cross-sell other JPMorgan services products and solutions
A certain amount of travelling and client visits will be required
Required Qualifications Capabilities and Skills
7 years of market experience (advising clients on financial markets and financial instruments)
Superior marketing skills with the ability to translate complex ideas into simple practical forms
Strong knowledge of investment products with the ability to extend beyond a single product to a multi-product focus
Personality marked by drive and ambition with demonstrated success in dealing with a wide range of clients
Communication style that will enhance credibility and create trust with clients; strong presentation and computer skills superior analytical skills
Ability to thrive in an internal culture that points to innovation customer service internal partnership and entrepreneurship
Team player capable of working effectively with many business partners
Capital markets or institutional brokerage experience
Strong knowledge of local regulatory policies and guidelines; appropriate local regulatory qualifications and licenses
Fluency in English is required; business communication in Chinese Mandarin is essential to support Chinese speaking clients
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
