⏰ Full time

International Private Bank, Wealth Advisory, based in Hong Kong, Associate

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JPMorgan Chase & Co.

                    Location
                    📍 Central And Western District, Hong Kong
                

                    Posted
                    📅 June 18, 2026
                

                    Work Type
                    ⏰ Full time
                

Position Overview

Associate Supporting the Wealth Advisory Team and Clients of the Private Bank
International Wealth Advisory is an expert group within the JPMorgan Private Bank. Within Asia, the Wealth Advisory team also act as a key member of the team together with Bankers, Investors and Lending Advisors to understand a client’s wealth planning goals and share their experience and insights on these topics. Wealth Advisors do not provide formal tax or legal advice nor do they charge advisory fees. Wealth Advisors interface with the client's own independent tax or legal advisors.
Job Responsibilities:
Maintain comprehensive inventories of existing trust structures and manage team records, repositories, and templates for the Wealth Advisory function.
Prepare client‑ready presentations and marketing materials for Wealth Advisors, including versions in Chinese where required.
Track caseloads and performance metrics; deliver regular pipeline and activity r...
                

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Job Details

⏰

Employment Type

Full time

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