Job Description
DESCRIPTION:
Duties: Drive, generate and deliver highly customized wealth management solutions to ultra-high net worth clients with cross-border needs, including but not limited to investments, banking, lending, trust and estate planning services with internal partners based in Hong Kong, Singapore, New York, Miami, and Texas. Develop business with cross-border ultra-high net worth (USD25MM+) individuals and families by active prospecting. Establish professional network with cross-border attorneys and CPAs with the use of personal and professional contacts by leveraging external and internal referral sources. Act as a relationship manager to deepen client relationships through ongoing dialogues, effective responses to client queries and anticipation of their needs, delivering the full suite of services that J.P, Morgan Private Bank looks to deliver, including but not limited to: asset allocation, portfolio reviews, deposit and capital market solutions, trust and estate planning services. Responsible for the sale of onshore and offshore investment products, banking, lending and trust & estate services for ultra-high net worth families based in Asia and the United States, with ongoing monitoring and a strong awareness of risk control and regulatory requirements. Collaborate with integrated team members to analyze balance sheets and understand clients’ investment and spending objectives to provide long-term, goal-based recommendations with risk bucketing approach.
QUALIFICATIONS:
Minimum education and experience required: Bachelor’s degree in Business Administration, Accounting, Finance, or related field of study plus 2 years of experience in the job offered or as Senior Associate, Banker, Global Private Bank Analyst, or related occupation.
Skills Required: Requires 2 years of experience in the following: providing financial guidance to sophisticated Asian, ultra-high net worth individuals, families and their family offices; working within cross-border and multi-jurisdictional regulatory requirements; offering advice on trust and estate planning, complex credit and lending cases with consideration of banking, investment, and risk management; both onshore and offshore investment products offerings across different asset classes, including equities, fixed income and alternatives; and conducting client due diligence, summarizing clients’ investment objectives, and applying trust & estate / tax-aware planning concepts in portfolio construction and financial planning.
Job Location: 560 Mission Street, San Francisco, CA 94105. This position requires up to 20% domestic travel to various client sites.
Full-Time. Salary: $155,000.00-$160,000.00 per year.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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