International Private Bank, Morgan Private Advisory, Philanthropy Advisor - VP, Hong Kong
Aumni
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Worcester, MA, USA
Posted on Dec 23, 2025
Key Responsibilities:
- Contribute to new business development in collaboration with banking teams and product specialists by providing philanthropic advice. Work across a broad spectrum within the Private Bank, including: individuals and families; private foundations; donor-advised funds; and public charity endowments.
- Advise on best practices in philanthropic giving, including: trends in philanthropy; philanthropic vehicle selection; vision and mission statements; funding guidelines; operating procedures; governance matters; succession issues; and strategic grant making.
- Advise on family-led decision making and coaching of next generation family members.
- Manage ongoing relationships with select clients who require ongoing assistance with grant making or other elements of their philanthropic endeavors.
- Cultivate and sustain a robust professional and community network, leveraging deep knowledge of the target market to build and strengthen relationships with clients and prospective clients.
- Plan, facilitate and speak at donor educational forums, board meetings and other client activities designed to highlight strategic and effective philanthropy.
- Lead / facilitate trainings or meetings with clients and their families.
Required Qualification & Skills:
- Bachelor’s degree required.
- 8+ years’ experience in non-profit organizations, foundations or related fields.
- Sales and marketing experience preferred, especially within the financial industry or client advisory roles.
- Creative problem-solving skills, with the capacity to generate new ideas and adapt to changing needs.
- Strong leadership, clear judgment, and the ability to influence and facilitate effectively.
- Well-established philanthropic professional network in Asia.
- Willingness to travel for business purposes.
Preferred Qualifications & Skills:
- Proven track record of connecting with a broad range of perspectives.
- Demonstrated strength in both written and oral presentation skills in English and Chinese (Mandarin is a plus).
- Experience building trusting partnerships and relationships with internal stakeholders and external networks.
- Desire to work in a dynamic, fast-paced corporate environment, with flexibility to contribute within a small team.
- Prior advisory experience with ultra-high-net-worth clients is a plus.
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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. Visit our FAQs for more information about requesting an accommodation.
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.
About The Philanthropy Centre The Philanthropy Centre of the J.P. Morgan Private Bank enhances philanthropic impact by offering our clients and their families strategic and innovative advice, thought leadership and collaborative opportunities. Role Overview The Philanthropy Advisor guides ultra-high-net-worth clients with philanthropic intent who are looking to increase impact, collaborate with others and implement strategic philanthropic programs. As a member of the Philanthropy Centre, philanthropic advisors serve as thought leaders across philanthropy, nonprofit organizations and public policy. They share insights on emerging trends in charitable giving through publications and facilitate peer-to-peer learning opportunities via curated forums and events, empowering clients to make informed, meaningful contributions.