Private Banker- Managing Director- Asia
Not Disclosed•Full-TimeOn-site
location_onHelen Diller Civic Center North Playground, Civic Center Plaza, Civic Center, San Francisco, California, 94102, United States
About the Team
J.P. Morgan is one of the oldest financial institutions, with a history spanning over 200 years. Today, we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management. Our International Private Bank serves offshore clients among the largest and most complex globally, leveraging an institutional platform with extensive resources, specialists, and intellectual capital to help clients achieve their goals.
About the Role
As a Private Banker in the International Private Bank, you will advise offshore clients on building, preserving, and managing their wealth. You will leverage your expertise in investments, financial planning, credit, and banking to provide holistic, balance-sheet advice to existing clients and drive new client acquisition.
You will work alongside talented colleagues across markets, businesses, and functions, gaining broad exposure and support to take your career to the next level while maintaining a client-first approach. This role is part of a local team serving clients from Asia, where you will partner with internal specialists to provide interdisciplinary expertise and connect clients across all lines of business of J.P. Morgan Chase & Co.
Hiring Process
Candidates with an entrepreneurial mindset who thrive on challenging themselves are encouraged to apply. The selection process focuses on identifying professionals who are exceptionally talented, collaborative, confident, and motivated to deliver a first-class client experience.
Equal Opportunity
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.
Work location
Work model: On-site
Helen Diller Civic Center North Playground, Civic Center Plaza, Civic Center, San Francisco, California, 94102, United States
San Francisco, California
Key Responsibilities
- check_circleAdvise clients on overall balance sheet including asset allocation, investment management, and credit needs
- check_circlePartner with internal specialists to provide interdisciplinary expertise and holistic solutions to clients
- check_circleConnect clients across all lines of business within J.P. Morgan Chase & Co.
- check_circleEnsure proposed solutions fulfill client needs and objectives through a holistic goals-based planning approach
- check_circleManage and maintain relationships with offshore clients by earning trust and delivering exceptional experiences
- check_circleAdhere strictly to all risk and control policies, regulatory guidelines, and security measures
- check_circleGenerate business results and acquire new assets from existing and prospective client bases
Requirements
- verifiedSix plus years of work experience in Private Banking or Financial Services
- verifiedBachelor's Degree required
- verifiedSeries 7, 66 and Insurance licenses required
- verifiedFluent in English and Mandarin
Nice to Have
MBA, JD, CFA, or CFP. Proactive with initiative and critical thinking skills. Dynamic professional with clarity in communication and exceptional presentation skills. Strong organizational skills with a disciplined approach. In-depth knowledge of equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity, and Real Estate.
Benefits & Perks
check_circleComprehensive health care coveragecheck_circleOn-site health and wellness centerscheck_circleRetirement savings plancheck_circleBackup childcareTuition reimbursement
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