Wealth Management Client Advisor Hong Kong Team Managing Director jobs at Jpmorgan in Zambia

an Alternative Investments Specialist - Analyst in AIG, you will work within a global team, focusing on the Asia Pacific Alternative Investments business. You will be part of team which is responsible for

Job responsibilities

• Support senior team members in daily interactions with the Private Bank’s Bankers & Investors (sales force)on all the third party and internally managed Hedge Funds, Private Equity and Real Estate funds on the global Private Bank platform
• Prioritize and responding to sales force and client inquiries via email and phone
• Liaise directly with third party funds to provide detailed information to PB clients
• Attend manager meetings, actively participating in the dialogue with managers, and taking detailed notes
• Create decks and resources with PowerPoint and Excel for internal and client use
• Perform analyses on hedge funds, private equity funds, and real estate funds in portfolio and cash flow contexts
• Coordinate with global alternatives team in the US and EMEA on structuring and due diligence of platform funds
• Provide insight and assistance to the broader team related to trends and investment opportunities in alternative assets
• Provide asset class experience and expertise in client and internal situations
• Monitor investment flows and team metrics
• Other miscellaneous ad-hoc analyses & projects

Required qualifications, capabilities, and skills

• Bachelor’s degree from an accredited, high quality institution is required
• Genuine interestin the financial markets
• Understanding of Private Banking investments platform and private client needs
• MS Excel and PowerPoint plus strong quantitative skills a must
• A demonstrated ability to write effectively
• Team player—ability to multitask and assist team in fast paced environment
• Excellent analytical and problem solving skills; high attention to detail
• Composure and poise in high pressure environments

Preferred qualifications, capabilities, and skills

• With alternative investments working background
• Fluent in English, Mandarin and Cantonese

Job Responsibilities

• Analysing market data, building detailed financial models and preparing client presentations for mergers and acquisitions, leveraged buyouts and capital markets advisory.
• Managing client transactions from pitch to close under the guidance of our senior leaders.
• Coming up with innovative and creative ways to solve complex, real-world business challenges.
• Learning how we help clients and communities grow, no matter their needs.
• Sharpening your technical skills.
• Building your professional network with mentors, senior executives and others.

Required qualifications, capabilities, and skills.

• Excellent analytical, quantitative and interpretative skills
• Ability to thrive in a dynamic, collaborative work environment
• Being adaptable, flexible and resilient
• Knowing your way around Excel, PowerPoint and Word
• Fluency in English and either Danish, Norwegian or Swedish
• Expected graduation date between January 2026 and December 2027. If you plan to pursue further education beyond your undergraduate studies, please ensure this is accurately reflected in the graduation date entered on your application
• You must be available during the months stated in the Job Title

Preferred qualifications, capabilities and skills

• Being on-track for a United Kingdom 2:1 Bachelor’s degree (or equivalent) in your undergraduate studies.

What’s Next

Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it’s important to complete all relevant application questions so we have as much information about you as possible.

After you confirm your application, we will review it to determine whether you meet certain required qualifications.

If you are advanced to the next step of the process, you’ll receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.

Completion of the HireVue video interview is required, and your application will not be considered for further review until you have completed it. We strongly encourage that you apply and complete this as soon as possible, since programs will close as positions are filled.

As a Software Engineer II at JPMorgan Chase within the CTO Office, Identity & Access Management, you will be part of an agile team focused on enhancing, designing, and delivering the software components of the firm's advanced technology products in a secure, stable, and scalable manner. In this role, you will contribute as an emerging member of the software engineering team by executing software solutions through designing, developing, and technically troubleshooting various components within a technical product, application, or system, while gaining the skills and experience needed for career advancement.

Job responsibilities

• Executes standard software solutions, design, development, and technical troubleshooting
• Writes secure and high-quality code using the syntax of at least one programming language with limited guidance
• Designs, develops, codes, and troubleshoots with consideration of upstream and downstream systems and technical implications
• Applies knowledge of tools within the Software Development Life Cycle toolchain to improve the value realized by automation
• Applies technical troubleshooting to break down solutions and solve technical problems of basic complexity
• Gathers, analyzes, and draws conclusions from large, diverse data sets to identify problems and contribute to decision-making in service of secure, stable application development
• Learns and applies system processes, methodologies, and skills for the development of secure, stable code and systems
• Adds to team culture of diversity, opportunity, inclusion, and respect

Required qualifications, capabilities, and skills

• Bachelor’s Degree in Computer Science, Cybersecurity, Data Science, or related disciplines
• 2+ years of experience in Software development and Engineering
• Demonstrable ability to code in one or more languages like Python & Javascript
• Strong Python and django experience or equivalent
• Hands-on practical experience in system design, application development, testing, and operational stability
• Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages
• Demonstrable ability to code in one or more languages
• Experience across the whole Software Development Life Cycle
• Exposure to agile methodologies such as CI/CD, Application Resiliency, and Security
• Emerging knowledge of software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)

Preferred qualifications, capabilities, and skills

• Experience in developing software using Python, django/DRF
• Familiarity with modern front-end technologies like ReactJS, NextJS
• Exposure to HAproxy, Grafana, Prometheus, and Kubernets

Our Lending Advisory team bring a strategic approach, tailored strategies and a holistic understanding of clients’ borrowing needs in the context of their overall portfolio. Borrowing can play an important role in helping our clients reach their financial goals. That's why we offer an extensive range of credit strategies to provide them with financing whenever they need it - whether for short - or longer-term liquidity, new acquisitions or investment opportunities.

Job Summary

As a Senior Lending Advisor in our Hong Kong team, you will serve as an expert on credit who provides flexibility for our most complex clients’ tailored banking and credit solutions.

Job Responsibilities

• Develop creative, innovative solutions to new client financings or restructurings within acceptable credit/risk parameters.
• Drive business development and revenue growth of loan book by:
  • Leading the credit marketing effort for the local market teams
  • Understanding the capital structure of existing clients and prospects and advising same
  • Being attentive to identifying new business opportunities/asking for referrals
  • Originate credit leads from existing clients and prospects and participate in new marketing initiatives
• Balance objectives of client, new business generation and risk management
• Underwrite and execute both loan and derivative structures (with credit risk therein)
• Serve as primary contact on credit portfolio and/or key/complex borrowing relationships
• Demonstrate credit/risk management discipline, monitor portfolio risk, change debt structure/risk ratings in response to changes in risk, and proactively work to improve portfolio quality and prevent loss
• Work with Bankers on sophisticated credit needs for client penetration and cross selling; Support coordination of sales effort with Investors, Fiduciary Administrators and Wealth Advisors

Required Qualifications, Capabilities, and Skills

• Degree holder or above, with a minimum 10 years of experience with bank loan, mortgage, loan, credit and derivative products
• Experience and proven success with banking concepts including, but not limited to: investment real estate loans, concentrated collateral loans, aircraft lending, commercial real estate and bridge loans
• Experience in structuring complex transactions, credit and derivatives transactions
• Knowledge of account maintenance procedures, loan closing procedures, credit administration and compliance procedures
• Demonstrated understanding of wealth management including, but not limited to: investing, trust and financial planning
• High level of analytical skills, including financial analysis
• Ability to identify and analyze credit opportunities and the attendant credit risks
• Familiarity and expertise with credit documentation
• Completion of formal credit training program

Preferred Qualifications, Capabilities, and Skills

• Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
• Written and spoken fluency in English required with Mandarin and/or Cantonese a definite plus

The opportunity will empower someone to transform our operating environment while being exposed to global KYC requirements and partnering with Wholesale KYC Operations (WKO) teams across the globe.

As a global production oversight lead within the Global Production Oversight (GPO) team, you will be responsible for managing the remediation book of work, coordinating analysis on population and impact. You will also be responsible for executing root cause analysis and working on solutions from end to end. You will engage partnership across our compliance, operations, technology, and product teams to establish and deliver scalable processes and controls leveraging strategic infrastructure and intelligent automation solutions to meet the Firm’s regulatory obligation. You will provide support to global WKO stakeholders and GPO leads, assisting with metrics, deck preparation and review. You will be responsible for running internal controls and ensuring internal protocols are being followed.

Job responsibilities

• Contribute to the creation of weekly reporting, regional and adhoc decks
• Provide key metrics and reports to management which outline progress of the quality framework, frequency and materiality of findings
• Run internal controls to ensure processes and defined protocols are properly followed and executed
• Contribute to ad hoc projects with the objective to improve the overall quality of the KYC framework
• Build and develop partnerships, identify challenges and eliminate roadblocks with all internal partners
• Stay up to date of any changes to processes and procedures, regulatory change and ensure impacts are identified for in-progress requests
• Manage personal workload and priorities ensuring timely escalation of key risks/issues to management

Required qualifications, capabilities, and skills

• Resilient interpersonal skills, ability to partner with internal stakeholders
• Logical, structured approach to planning, problem solving and decision-making
• Excellent verbal, written, interpersonal and presentation skills
• Aptitude for learning new regulations, processes and technologies
• Bachelor degree or equivalent education
• Minimum 1 year of relevant working experience or related internal controls or compliance experience
• Knowledge in KYC regulations or process

Preferred qualifications, capabilities, and skills

• Alteryx, Visual Basic, or other technical skills
• Experience working in a professional services firm or financial services firm

Key Responsibilities:

• Develop, manage, and deepen long-term client relationships by leveraging professional networks and delivering exceptional service across all facets of wealth management.
• Partner closely with product specialists and internal teams to propose, execute, and deliver tailored investment and wealth solutions that align with each client’s unique objectives.
• Serve as a trusted advisor, providing clients with strategic market insights, portfolio updates, and investment opportunities across asset classes, while proactively identifying new business opportunities.
• Ensure seamless client onboarding and ongoing relationship management, including KYC updates, suitability assessments, and coordination of client meetings and transactions.
• Collaborate with cross-functional teams to ensure compliance with regulatory requirements, risk management protocols, and internal policies, maintaining the highest standards of integrity.
• Monitor and report on client portfolios, Assets Under Management (AUM), and revenue performance using internal systems, supporting data-driven decision-making.
• Drive business growth by expanding the client base through networking, cross-selling opportunities, and delivering holistic family wealth management solutions.

Required Qualifications & Skills:

• Bachelor’s degree or equivalent, with a minimum of 12 years’ experience in wealth management and proven expertise in client and stakeholder management.
• Strong communication skills (oral and written), with the ability to engage and influence clients and internal partners effectively.
• Demonstrated organizational and prioritization skills, operating with high integrity and risk awareness.
• Collaborative team player, comfortable working across diverse business functions and reporting to senior management.

Preferred Qualifications:

• Prior experience in a wealth management or private banking firm, with direct client coverage in investment advisory and relationship management.
• Solid understanding of private banking regulatory and control environments, with the ability to manage accounts in accordance with industry standards.

As a Financial Controller in our Finance team, you will spend each day defining, refining, and delivering set goals for our firm. In this role, you will be accountable for ensuring the integrity of the firm’s books and records by validating the accuracy of the P&L and balance sheet through rigorous checks and balances. You will collaborate with Controllers, Middle Office, Operations, and Technology teams to prepare and review financial statements across various JP Morgan legal entities and geographies. Your responsibilities will include researching, escalating, and resolving exceptions in the general ledger and related systems, ensuring robust governance and risk management.

Job responsibilities

• Partner with various Controllers groups within the firm to prepare & review financial statements across different JP Morgan legal entities and geographies
• Work with various teams to research, escalate, and clear exceptions to the general ledger and other interfacing systems in a timely manner to ensure the integrity of ledger/risk management systems
• Perform monthly General ledger Reconciliation & Substantiation process
• Adhere to various regulatory reporting requirements when performing the reporting / month end close process
• Support various lines of business with business wise - performance reporting and their query resolution
• Ensure appropriateness of reference data for account hierarchies
• Perform various reconciliations (Account level, system, inter-company etc.) to ensure financial and reporting integrity
• Participate in user acceptance tests during projects on system implementation/changes & other business initiatives

Required qualifications, capabilities, and skills

• Bachelor’s degree in Accounting, Finance, or related business field with minimum 2 years experience
• Basic knowledge of industry standards and regulations for US GAAP &/or IFRS Standards
• Excellent MS Excel (data manipulation, macros, v-lookups, pivot tables) / MS Access/ MS PowerPoint skill sets as well as strong verbal & written communication.
• Adapt in accordance with changing / conflicting priorities and excel during enhanced demand situations due to trading / month end deadlines on the deliverables etc.
• Ability to understand / comprehend data flows and its impacts across the ledger, Risk Management Systems & reporting systems along with their interrelationships and dependencies.

Preferred qualifications, capabilities, and skills

• CA/MBA’s with 1 year of relevant experience (Controller experience is preferred)
• Good accounting and finance skills along with the ability to analyze numbers. Good knowledge of banking products e.g. Securities, derivatives etc.
• Basic understanding of transformation/visualization products such as Alteryx, Tableau, UI Path and other Intelligent Solutions Skills will be an added advantage