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JPMorganChase

International Private Bank, Private Banker for China Market, based in Hong Kong, Vice President

Hong Kong SARFinance

About the role

FinEx AI summary

Vice President Private Banker for the China market at JPMorgan's International Private Bank. Develops and manages client relationships, crafts customized investment and wealth solutions, conducts portfolio reviews, oversees onboarding and KYC, ensures compliance, and drives business growth through networking and family office solutions.

Core skills

Wealth managementClient relationship managementInvestment solution designKYC updatesSuitability assessmentsPortfolio review and analysis

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