Opportunity at JPMorgan Private Bank

1. For those interested, please directly contact Marisa at
marisa.x.cohen@jpmchase.com

2. Please mention AFS China Business Group in your cover letter.

Thanks
David

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Job Description
Private Banker/Client Advisor – Asia Team

JPMorgan Private Bank is a global wealth management leader that
delivers the highest quality advice, service, capabilities and
products to high net worth individuals and families in 36 countries
around the world. The Private Bank addresses every facet of wealth
management from investment management and brokerage to tax and
estate planning, credit, capital raising, and specialty wealth
advisory services. The bank prides itself on delivering creative,
customized solutions to clients in a way that is tailored to their
individual needs.

POSITION SUMMARY:

As a Client Advisor, you are a Chief Client Strategist responsible
for: 1) understanding each client's long term financial and personal
goals and mobilizing the integrated team to maximize the client
experience with JPMorgan; 2) developing new business; and 3) growing
revenue.

ESSENTIAL FUNCTIONS:

• Identify client opportunity by evaluating current client
book for future potential and identifying prospects
• Act as focal point for new client acquisition leveraging
team resources to:
• Acquire qualified new clients
• Develop/manage internal and external referral network
• Develop a plan/strategy for each client and prospect in full
partnership with integrated team:
• Access client's long term personal and financial goals
• Create an action/marketing plan that aligns the capabilities
of the integrated team with the client's objectives
• Strive to deepen understanding of client
• Be responsible for ensuring and coordinating the team's
ongoing communication with client in order to deepen understanding
and client share of mind
• Own the execution of each client/prospect plan; ensure
client experiences full impact of integrated team in a coordinated
manner
• Be an advocate for client; navigate and influence for client
within JPMorgan by balancing client relationship and firm interests.

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES:

• Mandarin fluency required
• 3 to 5 years of Private Bank, Sales, or Front Office
experience
• Bachelor's degree in finance or related field; MBA preferred
• Detailed product and market knowledge
• Client influence
• Partnership and teamwork
• Ability to identify, generate, or cross-sell new or existing
clients or product opportunities
• Client problem solving skills
• Articulate and professional; able to establish rapport
quickly with sophisticated clientele
• Account/asset retention
• Leadership in developing required skills and knowledge base

JPMorgan Chase is an Equal Opportunity and Affirmative Action
Employer, M/F/D/V.