Vice President – Engage Investment Specialist, China Market (Hong Kong)

About the role

Join JP Morgan's International Private Bank as an Engage Investment Specialist focused on the China market. You will work within the "Engage" advisory platform to deliver tailored investment advice to ultra‑high‑net‑worth clients, helping them achieve their financial goals while navigating complex market dynamics.

Key responsibilities

• Lead advisory investment dialogues with clients, providing holistic asset allocation and portfolio construction guidance.
• Collaborate with global investors and bankers to manage advisory client portfolios across multiple asset classes.
• Execute investment solutions—including mutual funds, evergreen alternatives, and brokerage transactions—in line with client plans.
• Conduct regular investment reviews, validate objectives, and prepare proactive recommendations.
• Maintain internal controls and compliance with JP Morgan’s advisory framework.

Required profile

• Proven track record of building trust with UHNW clients and managing stakeholder relationships.
• Bachelor's degree or equivalent; minimum 7 years of investment advisory experience in private banking.
• Strong knowledge of multi‑product investment solutions and asset‑allocation strategies.
• Understanding of private‑banking regulatory and control environments.
• Fluency in Mandarin to serve China‑origin clients.