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International Private Bank, Wealth Advisory, based in Hong Kong, Associate
mid · Other
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 reports in alignment with control and compliance requirements.
- Support Wealth Advisor–led client and prospect events with logistics, materials, and cross‑functional stakeholder coordination.
- Serve as the primary liaison with International Trust Services (ITS) for new trust onboarding, including approval memos and client execution documents (e.g., LOD, Trust Agreement) in line with policy.
- maintain regular touchpoints with Wealth Advisors on complex or non‑standard matters.
- Support restructurings and periodic trust reviews for ITS‑administered structures; coordinate follow‑ups with fiduciary officers, external counsel, and service providers, and contribute to Wealth Advisory/ITS projects with tracking and presentation support.
- Apply working knowledge of trust and company administration to address advisor queries on internal policies, procedures, and planning matters; provide day‑to‑day support to Wealth Advisors, bankers, servicing specialists, and analysts while ensuring adherence to internal frameworks and controls.
Required Qualifications, Skills and Capabilities:
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At least 5 years of experience in a similar role in a private bank or trust company, or in a law firm
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Prior working experience as Paralegal, trust administration, trust officer, trust administrator or accountant will be an added advantage
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General understanding of wealth planning and advisory matters for individuals and families
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Proficiency in MS Office Applications; adaptive to new systems and technologies
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Ability to work independently with minimal supervision in a team environment
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Keen interest to learn and grow in the role, with the Wealth Advisors in the team
Preferred Qualifications, Skills and Capabilities:
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Appropriate local regulatory qualification and licenses preferred
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Strong knowledge of local regulatory policies and guidelines