Associate Investor – International Private Bank (APAC)

About the role

We are seeking an Associate Investor to join J.P. Morgan’s International Private Bank in the Global Families Group (APAC). The role supports bankers in delivering a first‑class investment experience to high‑net‑worth clients across the region.

Key responsibilities

• Support investment reviews with clients and validate their investment objectives.
• Prepare recommendations of suitable investment products and assist in developing investment policy statements.
• Advise on asset allocation and help build strong relationships with internal stakeholders.
• Coordinate sales efforts with investors and ensure compliance with securities policies and code of conduct.

Required profile

• Bachelor’s degree.
• Fluent in Mandarin and English.
• Series 7, 66 and insurance licenses (or ability to obtain within 90 days).
• Experience in capital markets or institutional brokerage.
• Strong analytical, quantitative and problem‑solving abilities.
• Excellent communication and multitasking skills.

Required skills

• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).
• Ability to learn proprietary software and databases.

What we offer

• Competitive total rewards including base salary, performance‑based bonuses and discretionary equity.
• Opportunities to work with talented colleagues across markets and functions.