International Private Bank- Private Banker- Managing Director- Asia

🏢 JP Morgan
📍 San Francisco, United StatesFull-timeOn-site
📅 Posted: 8mo ago
CV%
✨ AI Summary
Private Banker (Managing Director, Asia) at JPMorgan Chase leads client management for offshore high-net-worth clients, delivering holistic financial advice across investments, wealth planning, credit, and banking. The role requires a minimum of six years in private banking or financial services, a bachelor’s degree, and relevant licenses (Series 7, 66, and Insurance) with a 90-day window to obtain any missing licenses. The candidate must have a proven sales record, strong industry network, and fluency in English and Mandarin. Preferred qualifications include advanced degrees or certifications (MBA, JD, CFA, CFP) and deep knowledge of equity, fixed income, hedge funds, private equity, and real estate. The position emphasizes risk adherence, client-centric service, and collaboration with internal specialists to deliver long-term, goals-based outcomes for clients across Asia.
Required Skills
Business, Sales & Management
Sales ManagementKey Account ManagementUpselling
Soft Skills & Professional Competencies
Relationship BuildingPlanningCommunicationPresentation Skills
Finance, Legal & Governance
Investment AnalysisCredit Analysis
🎁 Benefits & Perks
Competitive base salary; potential commission-based pay and discretionary incentive compensation; comprehensive health care coverage; on-site health and wellness centers; retirement savings plan; backup childcare; tuition reimbursement; mental health support; financial coaching.
Requirements
Requires six+ years of private banking or financial services experience and a Bachelor’s degree. Licenses Series 7, 66, and Insurance are required or candidates may be unlicensed but must obtain licenses within 90 days of start. Fluent in English and Mandarin. Strong sales track record, client prospecting abilities, and knowledge of investments, wealth planning, credit, and banking. MBA/JD/CFA/CFP preferred. Strong communication, presentation, and organizational skills.
Description

We are seeking exceptionally talented, collaborative, confident, and motivated professionals to deliver a first‑class client experience within J.P. Morgan’s International Private Bank. If you have an entrepreneurial mindset and thrive on challenging yourself, J.P. Morgan is the place for you. You will work alongside talented colleagues across markets, businesses, and functions, gaining broad exposure and support to take your career to the next level while maintaining a client‑first approach.

As a Private Banker in the International Private Bank, you will advise offshore clients—among the largest and most complex globally—on building, preserving, and managing their wealth. You will leverage your expertise in investments, financial planning, credit, and banking to provide holistic, balance‑sheet advice to existing clients and drive new client acquisition. You will be part of a local team serving clients from Asia and be supported by an institutional platform with the resources, specialists, and intellectual capital to help clients achieve their goals.


Job Responsibilities

  • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
  • Generate business results and acquire new assets, both from existing client base and new client acquisition 
  • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
  • Partner with internal specialists to provide interdisciplinary expertise to clients when needed
  • Connect your clients across all lines of business of J.P. Morgan Chase & Co. 
  • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
  • Strictly adhere to all risk and control policies, regulatory guidelines and security measures

 

Required Qualifications, Capabilities, and Skills
 

  • Six plus years of work experience in Private Banking or Financial Services
  • Bachelor’s Degree required
  • Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
  • Proven sales success and strong business acumen 
  • Strong community presence with an established network 
  • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts 
  • Focuses on the client experience and works tirelessly on the client’s behalf
  • Fluent in English and Mandarin

 

Preferred Qualifications, Capabilities, and Skills

 

  • MBA, JD, CFA, or CFP preferred
  • Proactive, takes initiative, and uses critical thinking to solve problems 
  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills 
  • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
  • Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

 

 

 

 

 

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🎯 Overalli74%
⚡ Skillsi85%
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Ontology Match: 85.0
Matched:✓ Requirements Matching✓ Ontology Skills Mapping
📜 Eligibilityi49%
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Local: 19600%
🏗️ Career Fiti91%
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Seniority: 91.0
📋 Requirementsi67%
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Domain: 67.0
🔥 Motivationi78%
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Title Fit: 78.00