JPMorgan Wealth Management Banker Team Lead Hong Kong - Executive Director 

Zambia, Central Province 

523638043

Job Responsibilities

• Support and manage all aspects of client relationships across the team; develop and maintain long-term relationships through professional/personal networks and contacts
• Articulate and deliver strategic messages to client portfolio. Update clients regularly on markets, portfolio performance, investments opportunities, risks
• Overall responsibility to lead and develop a team of Bankers, where they operate in both banker and investor capacity
• Supervise, coach, and train bankers/staffs to maximize their individual contribution to the team as required
• Monitor ongoing and team’s performance against financial and other targets – AUM, Revenue, account performance etc.
• In addition to day-to-day management of the team, this role should also grow the team’s book of business and will be responsible for prospecting and developing leads for new clients in the Hong Kong market, through own social and/or corporate network and contacts
• Work in close partnership with other teams in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities
• Work closely with other teams in meeting compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies

Required Qualifications, Skills and Capabilities

• University degree holder with 15+ years of professional experience in a similar capacity
• Strong understanding of the needs and sensitivities of clients (private individuals and families) in Hong Kong market
• Strong knowledge of local regulatory policies and guidelines
• Appropriate local regulatory qualification and licenses
• Track record of successfully building and growing a business within Wealth Management, with the ability to drive change and implement disciplined management practices, and to expand AUM and Revenue within the targeted segment
• Ability to influence and problem solve to address any implementation challenges
• Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities