Wealth Management, UHNW Taiwan Team, Investor Analyst Wealth Management, UHNW Taiwan Team, Investor  …

J.P.Morgan
in Hong Kong
Permanent, Full time
Last application, 30 Nov 21
Competitive
J.P.Morgan
in Hong Kong
Permanent, Full time
Last application, 30 Nov 21
Competitive
Wealth Management, UHNW Taiwan Team, Investor Analyst
What we do in the Private Bank

Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time.

Our Private Banking teams

We're located in Hong Kong and Singapore. Guided by industry leaders, our teams deliver best-in-class service for our clients around the world. J.P. Morgan Private Bank has won Best for Ultra-High Net Worth clients in Asia and Hong Kong in Asiamoney's Asia Private Banking Awards 2021.

Build long-term client relationships

For more than 200 years, we have been working with innovators, entrepreneurs, industry leaders and their families to help them achieve their unique ambitions, secure their legacies and make a difference in the world. That means providing meaningful, tailored advice now and across generations. The Private Bank helps clients plan, invest, borrow and bank to create the life and legacy they envision.

What You Can Expect

If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you
Joining our Advisor Training Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the program, you'll learn about our business and our clients while building your own expertise.

Working here means joining a collaborative, supportive team. We want your diverse perspective to help us innovate the next wave of products and solutions for our clients. You'll have what you need to succeed - from training and mentorship from senior leaders to projects that engage all your skills.

On-the-job experience

During our Advisor Training Program, you'll gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning.

As a future Advisor you'll work with our team of advisors and specialists to bring in new clients and to serve existing ones. We deliver highly customized and comprehensive solutions to help protect, manage and grow wealth. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service.

Learning and Development

The program begins with a five-week immersive induction training, in which you will join Incoming Analysts from around the world to learn more about the firm and how we do business, build technical and professional skills, hear from senior executives and build global networks. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal training opportunities, as well as continued opportunities for development, engagement, and the opportunity to participate in program initiatives.

Career Progression

You'll be encouraged to network across the firm and discover all our opportunities as you consider your next career move. After the program, many full-time Analysts are promoted to Associates and build long-lasting careers with us.

About You

If you're a highly driven individual who enjoys working in teams to develop complex solutions, this is the role for you. Key skills include:
  • Exceptional interpersonal, communication, analytical and problem-solving skills
  • Excellent organizational skills and ability to multitask
  • Genuine interest in financial markets and macro-level economic trends
  • Desire to ultimately work with external clients in a relationship building and sales capacity
  • Ability to thrive in a fast-paced, collaborative environment
  • Highly inquisitive, focused and pro-active
  • Good judgment and discretion when working with confidential information
Fluency in an Asian language (e.g. Mandarin, Hindi) is preferred as the role will focus on client engagement and business development for Asian clients
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