Client Advisory Lead

Location: Shanghai, China

Job Family: Product Sales

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a strong presence in Asia, and we are seeking a dynamic Client Advisory Lead to spearhead our investment advisory business strategy in China. Based in our Shanghai office, this role within the Product Sales category will play a pivotal part in expanding our wealth management and asset management offerings to meet the growing demands of China's affluent clientele. As the team leader, you will drive strategic initiatives to enhance client engagement, innovate product solutions, and achieve ambitious growth targets in one of the world's most dynamic markets. This position offers the opportunity to leverage JP Morgan's global resources while navigating the unique opportunities and challenges of the Chinese financial landscape. In this leadership role, you will be responsible for developing and implementing a comprehensive business strategy that aligns with JP Morgan Chase's commitment to delivering world-class investment advisory services. You will lead a team of advisors, fostering a culture of excellence and collaboration to build lasting relationships with high-net-worth individuals, family offices, and institutional clients. Key focus areas include tailoring global investment products—such as equities, fixed income, and alternatives—to local preferences, while ensuring full compliance with Chinese regulations from bodies like the CSRC and PBOC. Your expertise will be crucial in analyzing market trends, identifying growth opportunities, and driving revenue through targeted sales and advisory initiatives. Joining JP Morgan Chase means becoming part of a prestigious institution renowned for its innovation, integrity, and client-centric approach in financial services. We value diverse perspectives and offer a supportive environment where your contributions can shape the future of investment advisory in China. This role not only provides professional growth through exposure to cutting-edge financial tools and global networks but also the chance to make a meaningful impact in a rapidly evolving industry. If you are a strategic thinker with a passion for client success and leadership in Asia's financial hub, we invite you to bring your expertise to our Shanghai team.

Key Responsibilities

• Lead the development and execution of the investment advisory business strategy for JP Morgan Chase in China, focusing on expanding market share in Shanghai and key regions
• Build and manage a high-performing team of client advisors, providing mentorship and performance guidance
• Identify and cultivate relationships with ultra-high-net-worth clients, family offices, and institutional investors to drive asset inflows
• Collaborate with global product teams to tailor JP Morgan's investment solutions to the Chinese market, ensuring compliance with local regulations
• Analyze market trends, competitive landscape, and client needs to recommend innovative advisory services and product offerings
• Oversee client portfolio reviews, advisory sessions, and customized investment strategies to enhance client satisfaction and retention
• Drive sales initiatives for JP Morgan's wealth management and asset management products, targeting growth in advisory revenues
• Ensure adherence to JP Morgan's risk management standards and Chinese financial regulations in all advisory activities
• Represent JP Morgan at industry events, conferences, and client meetings to strengthen brand presence in China
• Monitor team performance metrics, including client acquisition, assets under advisory, and revenue targets

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field; Master's degree or MBA preferred
• Minimum of 8-10 years of experience in investment advisory, wealth management, or financial services sales within the Asia-Pacific region
• Proven track record in leading teams and developing business strategies in the Chinese financial market
• Deep knowledge of Chinese regulatory environment, including CSRC and PBOC guidelines for investment products
• Strong network with high-net-worth individuals, institutional clients, and financial intermediaries in China
• Fluency in Mandarin and English, with excellent communication skills
• Relevant certifications such as CFA, CFP, or equivalent in investment advisory

Preferred Qualifications

• Experience working at a global investment bank like JP Morgan Chase or similar
• Prior leadership role in product sales or client advisory within the asset management sector
• Familiarity with JP Morgan's investment products, including equities, fixed income, and alternative investments
• Advanced understanding of cross-border investment regulations between China and international markets
• MBA from a top-tier international business school

Required Skills

• Strategic planning and business development
• Leadership and team management
• Client relationship building and networking
• Investment analysis and portfolio management
• Knowledge of financial markets and products
• Regulatory compliance in China and globally
• Sales and negotiation techniques
• Data analysis and market research
• Cross-cultural communication
• Risk assessment and mitigation
• Project management
• Proficiency in financial modeling tools like Excel and Bloomberg
• Adaptability to fast-paced environments
• Problem-solving and decision-making
• Presentation and public speaking

Benefits

• Competitive base salary with performance-based bonuses and incentives aligned with JP Morgan's global standards
• Comprehensive health, dental, and vision insurance coverage for employees and eligible dependents
• Retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick leave, and parental leave policies
• Professional development opportunities through JP Morgan's internal training programs and tuition reimbursement
• Employee stock purchase plan and access to financial wellness resources
• Relocation assistance for international hires to Shanghai
• Wellness programs, including gym memberships and mental health support

JP Morgan Chase is an equal opportunity employer.