Wealth Management

**JOB DESCRIPTION**
At J.P. Morgan, we offer you the opportunity to grow your career in a dynamic and inclusive environment. As an Insurance Coordinator, you will play a pivotal role in managing insurance referral activities, ensuring compliance, and driving projects that enhance our wealth management services. Join us to make a significant impact and advance your career with a global leader in financial services.

**Job Summary**:
As an Insurance Coordinator - Vice President within the J.P. Morgan Asia Private Bank, you will manage day-to-day insurance referral activities and governance. You will partner closely with client advisors and enabling functions to ensure seamless operations and compliance. Your role is crucial in supporting our mission to provide personalized financial solutions to our clients. We value diversity and inclusion, and you will be part of a team that encourages innovative thinking and collaboration.

**Additional Summary Paragraph**:
The J.P. Morgan Asia Private Bank operates out of Hong Kong and Singapore, offering comprehensive financial solutions. As part of our team, you will engage with senior management and work across various functions to deliver exceptional service to our clients. Your expertise in insurance and wealth planning will be instrumental in driving our business forward.

**Responsibilities**:

- Manage insurance referral activities and governance for J.P. Morgan Asia Private Bank by partnering closely with Client Advisors and enabling functions.
- Drive and accountable for insurance referral activities related policies and procedures and interface with internal teams to resolve operational issues.
- Support client advisors in end-to-end insurance referral activities.
- Manage and be responsible for the engagement model, broker referral agreements and relationships with insurance brokers.
- Manage appropriate risk and control governance framework for insurance referral activities.
- Provide and coordinate internal insurance referral related communication and trainings.
- Manage premium financing process and product onboarding.
- Drive insurance referral and wealth planning related projects.

**Required Qualifications, Capabilities, and Skills**:

- Bachelor’s degree in Finance or related discipline.
- Minimum 8 years of experience in Life Insurance at a Private bank, Life Insurance Broker, or Insurance Company in Asia.
- Demonstrate strong product knowledge in Insurance product offerings.
- Dynamic team player who is self-motivated and possesses strong interpersonal skills, showcasing the ability to proactively engage with multiple stakeholders at all level of seniority.
- Demonstrate strong organization skills, excellent problem-solving skills, with the ability to break down complex problems into components and find solutions to a wide variety of compliance, legal, technological, and behavioural constraints.
- Excellent written, communication and presentation skills, with the ability to explain complex matters in a concise and meaningful way.

**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.