JPMorganChase

International Private Bank, Investor for China Market, Managing Director, based in Hong Kong

Hong Kong SARFinance

About the role

FinEx AI summary

Advise ultra-high-net-worth clients on investments, develop holistic investment plans, and identify product solutions. Partner with private bankers, contribute trade ideas, and supervise junior staff. Ensure compliance with policies and regulations.

Core skills

Investment advisoryMulti-asset classesPrivate bankingWealth managementClient relationship managementCompliance

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