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摩根大通集团(J.P.Morgan Chase & Co),业界称西摩或小摩,总部在美国纽约,总资产2.5万亿美元,总存款高达1.5万亿美元,占美国存款总额的25%,分行6000多家,是美国最大金融服务机构之一。
在J.P Morgan,即便是作为一名Intern,月收入也可以超过大多数毕业生的平均水平,在实习中变现突出的人可以获得full-time summer analyst的offer,在投行最有价值的地方在于,还有可能获得return offer,也正因为如此,Intern的面试过程也很严谨,除了电话面试和两轮现场面试外,对你简历上的内容也要做好充分的回答准备。
Private Banking – Associate, UHNW Hong Kong Investor
1. Work within a broad team of Global Investors and Bankers to manage discretionary and advisory client portfolios
2. Understand client's investment plan and objectives
3. Advise on portfolio construction including overall asset allocation, tactical shifts and security selections
4. Market and implement investment solutions in accordance with clients' asset allocation. Such solutions will be delivered either on a discretionary or advisory basis and will include: mutual funds, structured products, hedge funds, private equity, as well as execution of more traditional brokerage transactions such as equities, bonds, foreign exchange, etc.
5. Grow new assets by identifying and developing new business opportunities from existing client base
6. Support and participate in new marketing initiatives, alongside Bankers, to help convert prospects to clients
7. Deliver performance reviews to clients across traditional and non-traditional assets - JPM and third party
8. Cross-selling other JPMorgan services, products and solutions
9. A certain amount of travelling and client visits will be required
1. Market experience (advising clients on financial markets and financial instruments)
2. Superior marketing skills with the ability to translate complex ideas into simple, practical forms
3. Subtle, but effective sales skills
4. Strong knowledge of investment products with the ability to extend beyond a single product to a multi-product focus
5. Personality marked by drive and ambition with demonstrated success in dealing with a wide range of clients
6. Communication style that will enhance credibility and create trust with clients; strong presentation skills
7. Superior analytical skills; strong computer skills
Ability to thrive in an internal culture that points to innovation, customer service, internal partnership and entrepreneurship
8. Team player capable of working effectively with many business partners
9. Non-commissioned background (or willingness to move to such a structure)
10. Capital markets or institutional brokerage experience
11. Strong knowledge of local regulatory policies and guidelines
12. Appropriate local regulatory qualifications and licenses
13. Fluency in English required with Cantonese and/or Mandarin a definite plus
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