Wealth Management - Goals-Based Planning - Vice President

At JP Morgan, Goals-based planning is the cornerstone of how we forge lasting relationships. With a dynamic, client-centric approach, we place our clients’ aspirations at the heart of every investment strategy—empowering them to reach meaningful milestones and realize the life they envision.

As a Vice President in the Goals-Based Planning Team, you will collaborate closely with North Asia advisors, facilitating holistic planning conversations and leveraging our award-winning analytical tools. Reporting to the IPB Head of Goals-based Planning, you will play a strategic role in supporting the growth and success of our North Asia business. 

We are looking for an accomplished and passionate Vice President to join our Hong Kong office, dedicated to further embedding Goals-based planning across the North Asia-focused teams. Your role is pivotal in partnering with advisors to develop, implement, and monitor long-term plans that reflect each client’s unique goals and prefere...