The Global Families Group, part of the International Private Bank works exclusively with international individuals and families who have investments, business interests and family circumstances across the United States, APAC, and EMEA. The team offers a full suite of services encompassing multi-asset class investing, customized lending solutions, cross border wealth planning, fiduciary services, banking, philanthropic advisory, and family office support to clients.
Primary Function
As a Banker at J.P. Morgan, you will be accountable for identifying and developing client relationships within the cross border, ultra-high net worth market. As the brand ambassador for J.P. Morgan, you will lead new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. You will also leverage the specialists on your team in order to provide interdisciplinary and cross border expertise for our most complex clients.
Job Responsibilities
- Responsible for engaging in aggressive business development (to include prospecting, development of external and internal referral sources, use of personal and professional contacts) to deliver significant results
- Act as relationship manager for specific portfolio of clients and ensure every client has a positive experience
- Perform role of chief client strategist by coordinating the team’s ongoing communication with the client and orchestrating the execution of the client plan
- Exceed the expectations of J.P. Morgan clients by displaying creativity in formulating integrated solutions through the use of a wide range of products and services (including investments, trust, banking, wealth transfer, etc.)
- Develop a perspective on specific client situations in order to proactively and effectively select and recommend solutions that could resolve their issues and meet their objectives
- Travel to the Asia Pacific region to engage with clients and prospects, especially in the Greater China region including Mainland China, Hong Kong and Taiwan.
- Seven plus years of experience in private banking working with high-net-worth and ultra-high-net-worth individuals and families
- 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
- Connections within Private Banking core client space and professional centers of influence
- Strong relationship management and team building skills; views team concept as critical to model
Preferred qualifications, capabilities, and skills
- Fluency in Mandarin and English, other Chinese dialect such as Cantonese and Taiwanese is a plus.
- Thorough knowledge of specific geographic market
- Established network of COIs (centers of influence) and sources for referrals
