• Expertini Resume Scoring: Our Semantic Matching Algorithm evaluates your CV/Résumé before you apply for this job role.
Hong Kong Jobs Expertini

Wealth Management, Client Advisor, Hong Kong Team, Managing Director Job Opening In Central And Western District – Now Hiring JPMorgan Chase & Co.


Job description

Private Banking is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, as well as tax and estate planning.

Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth.

As a Banker in our Wealth Management business, you will understand each client’s wealth objects and investment requirements, and work in close partnership with specialists in proposing, delivering, and executing solutions, as well as in identifying new business opportunities.


Job Responsibilities

  • Support and manage all aspects of client relationships across the team; develop and maintain long-term relationships through professional/personal networks and contacts.
  • Operate in both banker and investor capacity, and handle/coordinate with various teams on both overall account inquiries/maintenance as well as on investment-related aspects.
  • Articulate and deliver strategic messages to their portfolio, prepare presentations and proposals, and take both solicited and unsolicited orders in all asset classes.

    Update clients regularly on markets, portfolio performance, investments opportunities, risks.
  • Partner with the client including (but not limited to) updating Know Your Client (KYC) information, client suitability profile, hosting client meetings, monitoring funds/asset transfer and handling client ad-hoc queries.

  • Collaborate with the other integrated team members to provide a high quality of client service.
  • Keeping track of Clients, Assets Under Management (AUM) and Revenues using our internal systems; periodic calculation of account performance.

  • Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies.
  • Required Qualifications, Skills and Capabilities

  • Bachelor degree or its equivalent with a minimum 15 years’ experience of wealth management experience along with strong client and stakeholder management skills.
  • Proven client management skills and effective communication skills (oral and written) who can positively engage and influence clients as well as internal stakeholders.

  • Strong organizational and prioritization skills.
  • Operate with a high level of integrity and risk awareness.

  • Must be a team player and able to work with different business functions across the bank.

  • As the role is an important contributor to the strategy of JPM, comfort and experience working with and reporting to senior management is required.

  • Preferred Qualifications, Skills and Capabilities

  • Experience in a wealth management firm is strongly preferred, having dealt directly with clients in a similar capacity covering investment advisory and client relationship management.
  • Ideally understand and have a working knowledge of the private banking key regulatory and control environments that are relevant to the team and be able to manage the accounts accordingly.

  • Required Skill Profession

    Financial Specialists


    • Job Details

    Related Jobs

    Royal Bank of Canada> hiring Managing Director/Executive Director/Director, Relationship Management, Wealth Management Job in hong kong, hong kong, hong kong, hong kong, Hong Kong
    Royal Bank of Canada>
    hong kong, hong kong, hong kong, hong kong, Hong Kong
    0000050567 Royal Bank of Canada, Hong Kong Branch hiring Managing Director/Executive Director/Director, Relationship Management, Wealth Management Job in hong kong, hong kong, hong kong, hong kong, Hong Kong
    0000050567 Royal Bank of Canada, Hong Kong Branch
    hong kong, hong kong, hong kong, hong kong, Hong Kong
    Redfox Executive hiring Managing Director Job in North District, New Territories, Hong Kong
    Redfox Executive
    North District, New Territories, Hong Kong
    Gemini Personnel hiring Managing Director Job in Hong Kong
    Gemini Personnel
    Hong Kong
    Gemini Personnel hiring Private Wealth Management Advisor Job in Hong Kong
    Gemini Personnel
    Hong Kong
    JPMorgan Chase & Co. hiring International Private Bank, UHNW Lending Advisor, Hong Kong Team - Executive Director Job in Central And Western District, Hong Kong Island, Hong Kong
    JPMorgan Chase & Co.
    Central And Western District, Hong Kong Island, Hong Kong
    JPMorgan Chase & Co. hiring International Private Bank, UHNW Client Advisor, Taiwan Team - Executive Director Job in Central And Western District, Hong Kong Island, Hong Kong
    JPMorgan Chase & Co.
    Central And Western District, Hong Kong Island, Hong Kong
    CPP Investments hiring Managing Director, Legal Job in Hong Kong
    CPP Investments
    Hong Kong
    CPP Investments hiring Managing Director, Legal Job in Hong Kong
    CPP Investments
    Hong Kong
    RecruitFirst hiring client advisor Job in Wan Chai, Hong Kong Island, Hong Kong
    RecruitFirst
    Wan Chai, Hong Kong Island, Hong Kong
    HSBC Global Services Limited hiring Client Service Executive, Hong Kong Team - Private Banking Job in Hong Kong
    HSBC Global Services Limited
    Hong Kong
    Pierre Fabre Group hiring Beauty Advisor - Hong Kong Job in Hong Kong
    Pierre Fabre Group
    Hong Kong
    Gemini Personnel hiring Private Wealth Management Director Job in Hong Kong
    Gemini Personnel
    Hong Kong
    01289 Citicorp International Limited hiring Senior Private Banker (Hong Kong Team) - SVP / Director Job in Hong Kong
    01289 Citicorp International Limited
    Hong Kong
    CHANEL hiring Client Care Advisor Job in Hong Kong
    CHANEL
    Hong Kong
    Henley & Partners - The Firm of Global Citizens® hiring Private Client Advisor Job in Hong Kong
    Henley & Partners - The Firm of Global Citizens®
    Hong Kong
    Bank Of China (Hong Kong) Limited hiring Team Head, Client Relationship Management, Private Banking Job in Hong Kong
    Bank Of China (Hong Kong) Limited
    Hong Kong
    Citigroup hiring Associate Banker - Hong Kong Team Job in Hong Kong
    Citigroup
    Hong Kong

    Unlock Your Wealth Management Potential: Insight & Career Growth Guide


    Real-time Wealth Management Jobs Trends (Graphical Representation)

    Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph here. Uncover the dynamic job market trends for Wealth Management in Central And Western District, Hong Kong, highlighting market share and opportunities for professionals in Wealth Management roles.

    778 Jobs in Hong Kong
    778
    153 Jobs in Central And Western District
    153
    Download Wealth Management Jobs Trends in Central And Western District and Hong Kong

    Are You Looking for Wealth Management, Client Advisor, Hong Kong Team, Managing Director Job?

    Great news! is currently hiring and seeking a Wealth Management, Client Advisor, Hong Kong Team, Managing Director to join their team. Feel free to download the job details.

    Wait no longer! Are you also interested in exploring similar jobs? Search now: .

    The Work Culture

    An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at JPMorgan Chase & Co. adheres to the cultural norms as outlined by Expertini.

    The fundamental ethical values are:

    1. Independence

    2. Loyalty

    3. Impartiapty

    4. Integrity

    5. Accountabipty

    6. Respect for human rights

    7. Obeying Hong Kong laws and regulations

    What Is the Average Salary Range for Wealth Management, Client Advisor, Hong Kong Team, Managing Director Positions?

    The average salary range for a varies, but the pay scale is rated "Standard" in Central And Western District. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.

    What Are the Key Qualifications for Wealth Management, Client Advisor, Hong Kong Team, Managing Director?

    Key qualifications for Wealth Management, Client Advisor, Hong Kong Team, Managing Director typically include Financial Specialists and a list of qualifications and expertise as mentioned in the job specification. The generic skills are mostly outlined by the . Be sure to check the specific job listing for detailed requirements and qualifications.

    How Can I Improve My Chances of Getting Hired for Wealth Management, Client Advisor, Hong Kong Team, Managing Director?

    To improve your chances of getting hired for Wealth Management, Client Advisor, Hong Kong Team, Managing Director, consider enhancing your skills. Check your CV/Résumé Score with our free Tool. We have an in-built Resume Scoring tool that gives you the matching score for each job based on your CV/Résumé once it is uploaded. This can help you align your CV/Résumé according to the job requirements and enhance your skills if needed.

    Interview Tips for Wealth Management, Client Advisor, Hong Kong Team, Managing Director Job Success

    JPMorgan Chase & Co. interview tips for Wealth Management, Client Advisor, Hong Kong Team, Managing Director

    Here are some tips to help you prepare for and ace your Wealth Management, Client Advisor, Hong Kong Team, Managing Director job interview:

    Before the Interview:

    Research: Learn about the JPMorgan Chase & Co.'s mission, values, products, and the specific job requirements and get further information about

    Other Openings

    Practice: Prepare answers to common interview questions and rehearse using the STAR method (Situation, Task, Action, Result) to showcase your skills and experiences.

    Dress Professionally: Choose attire appropriate for the company culture.

    Prepare Questions: Show your interest by having thoughtful questions for the interviewer.

    Plan Your Commute: Allow ample time to arrive on time and avoid feeling rushed.

    During the Interview:

    Be Punctual: Arrive on time to demonstrate professionalism and respect.

    Make a Great First Impression: Greet the interviewer with a handshake, smile, and eye contact.

    Confidence and Enthusiasm: Project a positive attitude and show your genuine interest in the opportunity.

    Answer Thoughtfully: Listen carefully, take a moment to formulate clear and concise responses. Highlight relevant skills and experiences using the STAR method.

    Ask Prepared Questions: Demonstrate curiosity and engagement with the role and company.

    Follow Up: Send a thank-you email to the interviewer within 24 hours.

    Additional Tips:

    Be Yourself: Let your personality shine through while maintaining professionalism.

    Be Honest: Don't exaggerate your skills or experience.

    Be Positive: Focus on your strengths and accomplishments.

    Body Language: Maintain good posture, avoid fidgeting, and make eye contact.

    Turn Off Phone: Avoid distractions during the interview.

    Final Thought:

    To prepare for your Wealth Management, Client Advisor, Hong Kong Team, Managing Director interview at JPMorgan Chase & Co., research the company, understand the job requirements, and practice common interview questions.

    Highlight your leadership skills, achievements, and strategic thinking abilities. Be prepared to discuss your experience with HR, including your approach to meeting targets as a team player. Additionally, review the JPMorgan Chase & Co.'s products or services and be prepared to discuss how you can contribute to their success.

    By following these tips, you can increase your chances of making a positive impression and landing the job!

    How to Set Up Job Alerts for Wealth Management, Client Advisor, Hong Kong Team, Managing Director Positions

    Setting up job alerts for Wealth Management, Client Advisor, Hong Kong Team, Managing Director is easy with Hong Kong Jobs Expertini. Simply visit our job alerts page here, enter your preferred job title and location, and choose how often you want to receive notifications. You'll get the latest job openings sent directly to your email for FREE!