Wealth Management, China Banker - Vice President

Location: Central and Western, Hong Kong Island, Hong Kong

Job Family: Client Advisory

About the Role

At JP Morgan Chase, we are seeking a Wealth Management, China Banker - Vice President to join our Asia Private Bank team in Central and Western, Hong Kong Island, Hong Kong. This pivotal role focuses on serving Chinese ultra-high-net-worth individuals and families, delivering bespoke advisory services that align with their complex financial needs. As a key member of our Client Advisory category, you will leverage JP Morgan's global resources to provide sophisticated wealth management solutions, fostering trust and long-term partnerships in one of the world's most dynamic markets. In this position, you will act as a trusted advisor, crafting personalized investment strategies, navigating cross-border opportunities, and integrating services such as private banking, asset management, and family governance. You will collaborate with JP Morgan's extensive network of experts to offer insights on China-specific trends, including real estate, equities, and alternative investments, while ensuring all recommendations adhere to stringent regulatory standards in Hong Kong and mainland China. Your efforts will directly contribute to growing JP Morgan Chase's footprint among elite Chinese clientele in Asia. The ideal candidate thrives in a fast-paced, client-centric environment, combining deep industry knowledge with cultural acumen to drive exceptional outcomes. This role offers the opportunity to be at the forefront of JP Morgan's commitment to innovation in wealth management, supporting clients in preserving and growing their legacies amid evolving global economic landscapes.

Key Responsibilities

• Develop and maintain long-term relationships with Chinese ultra-high-net-worth individuals and families in the Asia Private Bank
• Provide tailored wealth management advisory services, including investment strategy, estate planning, and philanthropy
• Identify and capitalize on business opportunities within the Chinese client segment in Hong Kong
• Collaborate with cross-functional teams at JP Morgan Chase to deliver integrated financial solutions
• Conduct in-depth financial analysis and risk assessments for client portfolios
• Ensure compliance with Hong Kong regulatory requirements and JP Morgan's internal policies
• Participate in client events, seminars, and networking activities to enhance JP Morgan's brand presence
• Monitor market trends in China and Asia to advise clients on emerging opportunities and risks
• Manage client portfolios to achieve performance objectives aligned with their goals

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 7-10 years of experience in wealth management or private banking, with a focus on ultra-high-net-worth clients
• Proven track record in client advisory services within the financial services industry
• Fluency in Mandarin and English, with strong proficiency in Cantonese preferred
• Deep understanding of Chinese market dynamics, regulatory environment, and cultural nuances
• Relevant certifications such as CFA, CFP, or equivalent in wealth management

Preferred Qualifications

• Experience working with JP Morgan Chase or similar global financial institutions
• Advanced degree (MBA) in Finance or related discipline
• Prior exposure to cross-border wealth management for Chinese clients in Asia
• Knowledge of alternative investments and family office services

Required Skills

• Expertise in wealth management and investment advisory
• Strong financial modeling and portfolio analysis
• Proficiency in Mandarin and English communication
• Cultural sensitivity and relationship-building
• Knowledge of Chinese regulatory frameworks
• Analytical thinking and problem-solving
• Client-focused advisory and negotiation skills
• Familiarity with CRM systems like Salesforce
• Risk management and compliance awareness
• Strategic planning for high-net-worth clients
• Team collaboration and leadership
• Market research and trend forecasting
• Discretion and ethical judgment
• Presentation and public speaking
• Adaptability to dynamic financial markets

Benefits

• Competitive base salary and performance-based bonus structure
• Comprehensive health, dental, and vision insurance coverage
• Retirement savings plan with company matching contributions
• Generous paid time off and flexible working arrangements
• Professional development programs and tuition reimbursement
• Employee stock purchase plan and financial wellness resources
• Access to JP Morgan's global mobility opportunities
• Wellness programs including gym memberships and mental health support

JP Morgan Chase is an equal opportunity employer.