Wealth Management, Uhnw Prospector, China Market

**JOB DESCRIPTION** Introduction**

This role is a thrilling opportunity for those with an entrepreneurial spirit, a determination to succeed, and a passion for delivering top-tier service to our clients. We're seeking highly talented team members who are collaborative, confident, and motivated to provide a premier client experience. You'll lead client acquisition and retention, leveraging your broad knowledge of investments, banking, trust services, and financial planning. As a Prospector, you'll manage client relationships, earn trust, understand client needs, and deliver targeted advice and thoughtful solutions. Our culture is promote by performance, transparency, and partnership, fostering success through objective goals and active teamwork.

**Job Summary**

The Prospector is the face of J.P. Morgan's Private Banking business. The Prospector leads new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. This role is also responsible for the client experience and engaging our resources to deliver a complete wealth management solution.

**Responsibilities**:

- Develop and execute a strategy to increase our market share in the UHNW segment in China
- The Prospector will be responsible for prospecting and acquiring new clients and new assets from new and existing clients
- Responsible for sales and implementation of investment, banking and trust/estate products to core prospects as appropriate
- Leverage and coordinate specialists (Investor, Lending Advisor, philanthropy advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients
- Manage client and prospects profile to guarantee the profiles are properly maintained and serviced, specifically adhering to J.P. Morgan Risk Management policies
- Build trust with prospects and clients and effectively manage relationships
- Ensure that the proposed products and services maximize the clients' needs, goals and objectives
- Organise & be involved in local events to build the network with UHNW segment in China
- Work with team members in preparing presentations and proposals, and send out various proposal items to clients on request

**Required qualifications, capabilities and skills**
- Minimum of 7 years of experience in Private Banking working with Ultra High Net individuals and families or having relevant experience dealing with and having strong network of Ultra High Net individuals clients in China
- Previous business development experience including cold calling to develop new client relationships is essential
- Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
- Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: 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
- Excellent communication skills and strong interpersonal skills, with fluency in Chinese Mandarin as this role requires frequent interaction with clients from China

**Preferred qualifications, capabilities and skills**
- Ability to adapt to a rapidly changing business including regulatory and technological environment
- Strong relationship management and team building skills; views team concept as critical to model
- Achievement oriented, focused on exceeding business goals with sufficient attention to detail
- Ability to work both independently and as a team player
- Relevant local financial regulatory license issued by Monetary Authority of Singapore

**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 Ma