Wealth Management Client Advisor Hong Kong Team - Vice President jobs at Jpmorgan in Zambia
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73 jobs found
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JPM
JPMorgan Wealth Management Advisor Hong Kong Market – Executive Direc... Zambia, Central Province
Enhance the value proposition of the Private Bank by helping clients understand, navigate and position themselves in relation to the tax, estate planning, immigration, asset protection, family governance and philanthropic...
Maintain and develop key investor client relationships for Cash Equity products. Help build and maintain databases to analyze past trading activity and interest. Further build relationships with banking and ECM/Syndicate....
Assist Client Advisors on client enquiries, including email, phone calls, client templates to ensure that we provide top notch service and support to our distributors. Work with RFP team to...
Analyze strategically the investment opportunities in the Greater China Technology sector. Create and update industry and company models, driving fundamental valuation signals based on long term valuation methodology. Work constantly...
Build a framework for XLOB activity in order to drive two-way business referrals between the Private Bank and other lines of business, particularly the CIB. Proactively identify potential clients for...
Work with the High Touch Cash Trading team to use a quantitative approach to improve the pricing, hedging and unwind of client delivered risk. Work with colleagues in Quantitative research...
Prepare regular and ad-hoc client reports on a regular basis. Prepare sales-related materials for both internal and external use, including presentations, pitchbooks, and business proposals. Drive initiatives and coordinate communication...
Enhance the value proposition of the Private Bank by helping clients understand, navigate and position themselves in relation to the tax, estate planning, immigration, asset protection, family governance and philanthropic...
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