International Private Bank - Senior Associate Banker - Global Families Group (Asia)
CFA Institute
Posting Description We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first‑class experience to clients within J.P. Morgan's International Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker Senior Associate in the International Private Bank, you are responsible for providing support to a Senior Banker in all facets of managing their books of business. You will play a key role assisting a Senior Banker in new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. Your primary goal is to enhance client experience and assist our resources with delivering a complete wealth management solution to clients across the Asia‑Pacific region. Job Responsibilities Provide leverage to the Senior Banker on daily client priorities Support the Senior Banker during the sales process and ongoing client management, which includes reviewing and building pitch books, coordinating information, communicating with clients and executing on client needs Support the Senior Banker on client hierarchy and pipeline management Assist the Senior Banker in the sale of investments, banking and trust services 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 Required Qualifications, Capabilities, and Skills Bachelor's Degree required Series 7 & 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proficiency in both Mandarin and English Sales/origination experience Coachable professional with good business acumen Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Excellent communication skills Strong analytical and quantitative skills Ability to multi‑task and manage priorities effectively Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART (as appropriate) About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. About the Team J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. #J-18808-Ljbffr CFA Institute
- International Private Bank - Banker Analyst - Global Families Group (Asia) Job Information Job Identification 210724923 Job Category... ...next phase at the firm as an Associate at the end of the program.... ...interacting frequently with senior management and working directly...InternationalPrivateFull timeWork experience placement
- ...experience to clients within J.P. Morgan’s International Private Bank. If you have an entrepreneurial... ...to the next level. As a Private Banker Senior Associate in the International Private Bank,... ...solution to clients across the Asia-Pacific region. Job Responsibilities...InternationalSeniorPrivate
$175k - $225k
...for an Investment Banking Senior Associate to join the Financial Sponsors Group. Our Financial... ...Sponsors Group advises private equity firms,... ...with regional and international clients on a wide... ...and their families at every point along... ...cross-section of the global communities in...InternationalSeniorPrivateTemporary workWork at office- JPMorgan Chase & Co. is seeking a talented Private Banker in San Francisco to provide an exceptional client experience within its International Private Bank. Ideal candidates will have over six years of experience in Private Banking, focusing on wealth management for offshore...InternationalSeniorPrivate
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- ...Private Banker If you have an entrepreneurial mindset and thrive on challenging yourself, J.P. Morgan is the place... ...client-first approach. As a Private Banker in the International Private Bank's Global Families Group, you will advise complex, cross-border clients on...InternationalPrivateTemporary workWork experience placementWork at officeLocal area
$97.3k - $178.3k
...you succeed in a globally connected powerhouse... ...’s for public or private business, financial... .... As a Treasury Senior you’ll play a leading... ...networks, both internally and externally and... ...liquidity management, bank relationship... ...breaks, Personal/Family Care, and other leaves...InternationalSeniorPrivateContract workWork experience placementSummer holidayWork at officeFlexible hours$250k - $275k
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...middle market globally, our purpose is... ...member of the International Tax M&A team,... ...be part of a group that advises multinational... ...corporations, private equity firms... ...Tax Senior, you will be part... ...days and associate and above access... ...origin; ancestry; familial or marital...InternationalSeniorPrivatePermanent employmentWork experience placementInternshipLocal area$254.6k - $356.5k
...experienced sales leader for our Global Strategic Accounts... ...team is a specialized group within Global Large... ...consisting of Directors and Senior Managers. This role... ..., and summits to align internal and external... ...caregiving support ~ Family Planning Support ~ Gender...InternationalSeniorFor contractorsWork experience placementFlexible hours$125k - $190k
..., Technology Industry Group- Private Equity Alvarez and... ...a leading independent global professional services... ...with limited support by senior project team... ...training, and exposure to international business assignments.... ...or mental disability, family medical history, genetic...InternationalPrivateWork at office$140k - $235k
Job Description At Bank of America, we are guided... ...opportunity to join our Global Commercial Banking (... ...Collaborates with domestic and international teammates throughout... ...with a team of bank associates to solve client... ...line of business and/or group; and the overall success...InternationalSeniorWork experience placementWork at officeShift workDay shift$390k
...Orrick's Technology Companies Group is seeking a Managing Associate or Senior Associate with 6 to 8... ...Valley roots and a broad global platform that scales with... ...law firm, focusing on private offerings, venture capital... ...well‑being programs; child, family, elder, and pet care...SeniorPrivateTemporary workWork at officeFlexible hours- ...than 40 countries globally across asset... .... GIC Private Equity... ...Technology Investment Group (TIG)... ...opportunities associated with technological... ...institutions across Asia and beyond. You... ...on domestic and international go-to-market and... ...enterprise network of senior executives from...InternationalPrivateWork at officeWork from homeWorldwide
$175k - $225k
Investment & Corporate Banking - Healthcare, Associate (San Francisco)... ...base of leading international corporations,... ...and product bankers responsible for... ...finance and other global products and services... ...product group idea generation... ...including M&A, public/private debt & equity...InternationalPrivate$100k - $170k
Senior Associate: Operations Group/Transformation Services The Senior Associate will assist... ...by working closely with Private Equity leadership to... ...operations planning Sourcing and global supply chain... ...physical or mental disability, family medical history, genetic information...SeniorPrivateFull timeFlexible hours- ...career to new heights as a Senior U.S Tax Senior Manager... ...investment funds or international corporate structures... ..., with expertise in private equity and/or hedge funds... ...candidate and their family. Pension contribution... ...periods. #J-18808-Ljbffr Quix Recruitment Group LtdInternationalSeniorPrivateWork experience placementRelocation package
$130k - $165k
...insurtech that protects the global customers of the world'... ...eBay , Wayfair and SE Asia's largest company,... ...countries and many language groups commit itself to... ...About The Role As our Senior Global Events Manager,... ...formats like salons and private retreats that foster...SeniorPrivateWork at officeWork from homeWorldwideMonday to FridayFlexible hours- Overview M&A Tax Senior Associate The Transaction Advisory Services... ...Most Active M&A Advisor Globally. The TAS Tax group provides deal structuring... ...transactions pursued by private equity and strategic corporate... ...multiple US federal, international and state income tax disciplines...InternationalSeniorPrivate
- ...- INDIVIDUAL AND FAMILY DONORS (G2A) Posted... ...people. We provide international donors and... ...local, charitable groups in 25 Asian countries... ...organizations in Asia, and others) to establish... ...assistance to the Associate Vice President of... ...to the role that private philanthropy plays...InternationalPrivateInterim roleWork at officeLocal area
$67.88k - $128.69k
Tax Senior Associate, Private Client Services page is loaded## Tax Senior Associate... ...genuine coast-to-coast and global advantage in major regions... .... Baker Tilly Advisory Group, LP and Baker Tilly US, LLP... ...independent members of Baker Tilly International, a worldwide network of...InternationalSeniorPrivateLocal areaWorldwide$225k - $275k
...Compliance - PWPF Legal Group - Attorney, SVP (... ...focused on private equity, real estate... ...secondary funds, all on a global basis. Further... ...Latin America and Asia. Primary job... ...offerings for BREIT’s international and other... ...law as a law firm associate or in-house counsel...InternationalPrivateLocal areaFlexible hours- ...clients within J.P. Morgan’s International Private Bank. If you have an... ...next level. As a Private Banker in the International Private... ...are responsible for advising families on building, preserving and... ...individuals and families in the Asia Market Fluent in English and...InternationalPrivateTemporary workWork experience placementLocal area
$115.8k - $176.6k
...Ropes & Gray is a preeminent global law firm. The firm has been ranked... ..., including asset management, private equity, M&A, finance, real... ...implementation of the practice group's strategic and commercial priorities... ...the BDM in maintaining internal reporting and communication frameworks...InternationalSeniorPrivateWork at officeFlexible hoursShift work- Tax Partner - Global Family Office Enterprise page is loaded Tax Partner - Global Family Office... ...Family Enterprise (GFE) manages the international needs of both U.S. and non-U.S. based family... ...Ago Tax Partner - High Net Worth - Private Client Services locations San Francisco...InternationalFull timeSecond jobWork at officeLocal area
- A leading financial institution is seeking a Program Banker Analyst to join their International Private Bank team in San Francisco. The role involves collaborating with various teams to devise customized financial strategies for clients. Candidates should hold a Bachelor...InternationalPrivateBank staff
$110k - $120k
...transform the world. As a Senior Administrative... ...Coordinate domestic and international travel, often on... ...role ~ Experience in private equity, investment banking, or consulting... ...coverage as well as family and wellness benefits... ...ICONIQ ICONIQ is a global investment firm...InternationalSeniorPrivateCasual workWork at office- ...both our Latin America and Global Families Group ('GFG') businesses. You... ...and non-discretionary) of Private Banking clients across a range of... ...stakeholders across the PB in Asia, EMEA and the US.... ...passion for financial markets, international affairs and geopolitical events...InternationalPrivateLocal area
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