International Private Bank - Investment Professional - GFG

Investment Professional, International Private Bank (Asia Market)

We are actively looking for exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients within J.P. Morgan’s International Private Bank. You will work with a team of talented colleagues from other markets, businesses, and functions, and support offshore client relationships for the Asia Market. You will coordinate with essential support groups while maintaining awareness of and sensitivity to the confidential nature of Private Banking clients.

Job Responsibilities

• Consult on and execute brokerage trades, including advising offshore clients on trade execution, placing trades, reviewing brokerage trades (compare paper blotter to trade blotter daily), submitting cancel/corrects, and making account updates.
• Create mandates for discretionary accounts.
• Monitor exceptions and work with Client Advisors to conduct scenario-based “what-if” analysis. Work with the Team Leader to monitor risk metrics across the team.
• Work with the Team Leader to monitor Client Advisor loadings.
• Submit and monitor fee schedules and billing.
• Manage Alternatives documents, including submission, monitoring, and working with clients to complete or correct documentation.

Required Qualifications, Capabilities, and Skills

• Series 7 and 66, and Insurance licenses required. Unlicensed candidates may be considered, but must obtain the required licenses within 90 days of the start date.
• Fluent in Mandarin and English.
• Bachelor’s degree required.
• One plus years of industry-related experience.
• Exceptional follow-up and follow-through skills.
• PowerPoint and Excel expertise.
• Familiarity with J.P. Morgan Private Bank systems (Workstation, Connect, DDR/KYC) or ability to learn proprietary software.
• Experience and interest in financial markets and concepts.
• Excellent interpersonal skills.
• Self-starter, extremely organized, and detail-oriented with a strong commitment to accuracy.

Additional Information

An exciting opportunity to join a dynamic team on the Investor desk supporting the financial advisement of high net worth clients.