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About the Role

As an Investment Specialist (Associate-level) in the Global Families Group (APAC), you will provide support to Investors in all facets of their daily business routine with the ultimate goal of helping Bankers win new clients in addition to deepening and strengthening existing client relationships.

Responsibilities

• Support investment reviews with clients to validate the clients' current investment objectives
• Prepare recommendations of appropriate investment products
• Assist with the development of investment policy statements and advice on asset allocation
• Build excellent working relationships with internal clients
• Support coordination of sales effort with Investors
• Adhere to internal and external policies and procedures regarding securities transactions and code of conduct

Requirements

• Bachelor’s degree required
• Fluent in Mandarin and English
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Capital markets or institutional brokerage experience
• Ability to multi-task and manage priorities effectively
• Excellent communication skills
• Strong analytical, quantitative, and problem-solving skills

Skills

• Coachable professional with good "business sense" and an energetic/dynamic personality
• Ability to work both independently and as a team player
• Ability to adapt to a rapidly changing business and technology environment
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet with the ability to learn proprietary software and databases

Experience Level

• Associate-level

Education Level

• Bachelor’s degree

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

About the Company

• 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.
• 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.

Equal Opportunity

• 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.
• JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans