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Wealth Management, China Banker - Executive Director

J.P. Morgan

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Accounting & Finance

Worcester, MA, USA

Posted on Mar 4, 2025

Job Description

Private Banking is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, as well as tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth.

As a China Banker in our Wealth Management business, you will understand each client’s wealth objects and investment requirements, and work in close partnership with specialists in proposing, delivering, and executing solutions, as well as in identifying new business opportunities.

Job Responsibilities

Focus on Chinese UHNW individuals and families, as well as institutions
Manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and contacts
Build portfolio of clients using resources and expertise of JPMorgan’s platforms, products, services, and networks
Actively involved in prospecting and acquiring new clients, cultivate prospect lists and actively convert them into clients and deepen relationships
Update clients regularly on markets, portfolio performance, investments opportunities and risks
Oversee private client relationships by providing strategic advice based on each client’s wealth objectives. Provide access to specialists and manage clients’ investment portfolios
Work with other team members on client sponsorship / Know Your Client

Required Qualifications, Capabilities and Skills

University degree holder and 10+ years of professional experience in a similar capacity
Strong understanding of the needs and sensitivities of clients (private individuals and families)
Strong knowledge of relevant financial markets and instruments
Proven track record on investment sales and / or relationship management performance
Strong presentation skills, an excellent communicator with client facing experience a definite advantage
Able to work under minimal supervision; adaptable to work in demanding environment
Detail-oriented and results-focused
Strong knowledge of local regulatory policies and guidelines
Appropriate local regulatory qualifications and licenses
Fluency in English required, with Mandarin a definite plus

About Us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

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.