Private Banker UHNW Professional

7 days ago


Singapore JPMorganChase Full time
Key Responsibilities
  1. Provide leverage to Senior Bankers on daily client priorities including maintaining client relationships, answering clients' inquiries, day-to-day account operations.
  2. Support Senior Bankers during the sales process and ongoing client management, which includes reviewing and building pitch books, coordinating information, communicating with clients and executing on client needs.
  3. Assist Senior Bankers in the sale of investments, banking and trust services including asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities.

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