Wealth Management, Investment Professional for China Market, based in Singapore

2 weeks ago


Singapore JPMorganChase Full time

Wealth Management, Investment Professional for China Market, based in Singapore
Join to apply for the
Wealth Management, Investment Professional for China Market, based in Singapore
role at
JPMorganChase
Wealth Management, Investment Professional for China Market, based in Singapore
1 day ago Be among the first 25 applicants
Join to apply for the
Wealth Management, Investment Professional for China Market, based in Singapore
role at
JPMorganChase
Job Description
Join the dynamic Professional team at J.P Morgan's APAC Private Banking business with a focus on China market and deliver exceptional experiences to our clients, Bankers and Investors.
Job Description
Join the dynamic Professional team at J.P Morgan's APAC Private Banking business with a focus on China market and deliver exceptional experiences to our clients, Bankers and Investors.
As an Investment Professional for China market in J.P Morgan's APAC Private Banking business, you will be a part of a global wealth management leader that delivers the highest quality advice, service, capabilities, and solutions to Ultra High Net Worth team members and families around the world. You will work closely with our Bankers and Investors to provide support in all facets of daily business routine, maintaining awareness and sensitivity to the confidential nature of Private Banking clients. This role provides an opportunity to develop an in-depth knowledge of all asset classes and products offered by the Private Bank and to deliver exceptional experiences to our clients.
Job Responsibilities
Provide operational support to Advisors and wider integrated team, where appropriate
Help manage account opening / onboarding process with onboarding officer as subject matter expert for both prospects and existing clients
Support Bankers with updating account documentation, authorities & Sig Lists on an adhoc basis and within the role of managing client Periodic Review process
Own the full trading life-cycle, from pre-trade checks, trade execution to booking and post-trade checks, including risk disclosures, product marketing obligations and reporting execution details to Clients
Develop an in deep knowledge of all asset classes and products offered by the Private Bank
Act as a primary contact with external clients for day to day account administration, servicing, execution of administrative activities linked to investment securities and products.
Partner with the Client Service team and any other member of the broader team in the daily management of Accounts and Credit facilities, and any other accounts or activities relating to the overall client relationships.
Open new accounts as instructed by clients and client advisors, ensuring all necessary documentation is requested, received and approved for operations.
Required Qualifications, Capabilities And Skills
Bachelor's degree in any discipline.
Minimum 3 years of client service and/or relationship manager support experience in Private Bank, with background in brokerage and/or trading.
Fluent written and spoken Business Mandarin is essential to support Chinese speaking clients from China.
Strong knowledge of the Private Bank business, well-versed across all asset classes and investment products.
Dynamic and independent team player who possesses strong interpersonal and communication skills in delivering exceptional client services, showcasing the ability to proactively engage multiple stakeholders at all levels of seniority to meet strict timelines and operate with strong sense of ownership and urgency.
Ability to work under tight market deadlines and accuracy in executing Clients' directed orders are a must.
Absolute discretion when dealing with confidential matters.
Strong organizational and prioritization skills are required alongside effective judgement from risk and escalation perspectives.
CACS certified is essential for performing the duties associated with this role and ensuring compliance with regulatory standards.
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.
Seniority level
Seniority level Not Applicable
Employment type
Employment type Full-time
Job function
Job function Finance and Sales
Referrals increase your chances of interviewing at JPMorganChase by 2x
Sign in to set job alerts for "Wealth Manager" roles.
Relationship Manager - Private Banking SG
Principal Relationship Manager - Wealth Advisory SG
Director - Relationship Manager (Financial Institutions)
Private Banker, China Team (UHNW Segment)
Family Office and Wealth Planning Specialist (Vice President/Executive Director)
2025 Asset and Wealth Management Challenge - Singapore
Private Bank - Relationship Manager, South East Asia,VP (Thailand Market)
Investment Counsellor, Wealth Management
SVP, Relationship Manager, Private Banking (NRI Market), Consumer Banking Group
Relationship Manager, Corporate Banking (Farmer)
We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr



  • Singapore JPMorganChase Full time

    Wealth Management, Investment Professional for China Market, based in Singapore Join to apply for the Wealth Management, Investment Professional for China Market, based in Singapore role at JPMorganChase Wealth Management, Investment Professional for China Market, based in Singapore 1 day ago Be among the first 25 applicants Join to apply for the Wealth...


  • Singapore JPMorganChase Full time

    Join the dynamic Professional team at J.P Morgan’s APAC Private Banking business with a focus on China market and deliver exceptional experiences to our clients, Bankers and Investors. As an Investment Professional for China market in J.P Morgan’s APAC Private Banking business, you will be a part of a global wealth management leader that delivers the...

  • wealth planner

    2 weeks ago


    Singapore Alpha Wealth Financial Advisers Full time

    1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Alpha Wealth Financial Advisers is committed to providing personalized financial planning and investment management services to help our clients achieve their financial goals. We prioritize understanding our clients' goals, values, and aspirations to...


  • Singapore NORMN.IO Full time

    At NORMN.IO, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork, and fairness. Most importantly, we invest in our people through various training to develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and...

  • Marketing Executive

    2 weeks ago


    Singapore ARK WEALTH MANAGEMENT SINGAPORE PTE. LTD. Full time

    **Position: Marketing Executive** **Location: Singapore** **Company Overview**: We are a wealth management firm with a Chinese background, headquartered in Singapore. We are dedicated to providing exceptional wealth management and investment services to clients in the Greater China region. Our mission is to assist clients in achieving their financial goals...


  • Singapore beBeeWealth Full time

    Wealth Management Professional OpportunityJoin a dynamic team of professionals in J.P Morgan's APAC Private Banking business, focusing on the China market. Deliver exceptional experiences to clients, bankers, and investors.About the RoleAs an Investment Professional for the China market, you will be part of a global wealth management leader delivering...


  • Singapore Eminent Wealth Management Full time

    **Company Description**: Eminent Wealth Management (representing HSBC Life) is in the business of wealth management and planning. As an investment management trainee with us, you will be given the necessary training and guidance to embark on a career that would see you providing wealth advisory services to our customers.Job Description: - Plan & manage...


  • Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesWe are looking for candidates who will thrive in a dynamic environment towards a successful and rewarding career.Why Join Us:Attractive Renumeration + Incentives Package Flexible Working Arrangements No working experience required Comprehensive on-job training is provided Central office location (2mins from MRT...


  • Singapore JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Job Responsibilities** - Focus on ultra-high-net-worth (Principal Business) individuals and families, as well as institutions for our China market coverage team - Manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and contacts - Build portfolio of clients using...


  • Singapore JPMorganChase Full time

    **JOB DESCRIPTION** **Job Summary**: As a Wealth Management, UHNW Banker, Vice President in the China Market team at JP Morgan, you will be responsible for supporting and managing all aspects of client relationships across the team. You will operate in both banker and investor capacity, handle and coordinate with various teams on account inquiries and...