International Private Bank- Private Banker- Managing Director- Asia
On-site · San Francisco, California, United States
Job Summary
Private Banker – Managing Director, Asia: advise offshore clients on wealth-building, preservation, and management using asset allocation, investment management, wealth planning, credit and banking expertise. Lead client relationships, generate new assets, and collaborate with internal specialists to deliver holistic solutions across JP Morgan Chase & Co.’s lines of business. Ensure solutions align with clients’ short-, medium-, and long-term goals while adhering to risk and control policies. Requires six+ years in private banking/financial services, a Bachelor’s degree, Series 7/66 and Insurance licenses (licenses must be obtained within 90 days if unlicensed), and fluency in English and Mandarin; MBA/JD/CFA/CFP preferred. Location: San Francisco, CA; full-time, in-person with a focus on Asia-based clients.
Required Qualifications
- Six plus years of work experience in Private Banking or Financial Services
- Bachelor’s Degree
- Series 7, 66 and Insurance licenses
- Fluent in English and Mandarin
Desired Qualifications
- Six plus years of work experience in Private Banking or Financial Services
- Bachelor’s Degree
- Series 7
- Series 66
- Insurance licenses
- Fluent in English and Mandarin
- MBA
- JD
- CFA
- CFP
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