Wealth Management - Asia Strategic Equity Solutions - Executive Director
Accounting & Finance
Worcester, MA, USA
Posted on Apr 17, 2026
The Strategic Equity Solutions Specialist drives cross-divisional collaboration, harnessing the full capabilities of JPMorganChase. This role serves as the primary contact for institutional clients, offering highly customized solutions for managing concentrated equity positions, and working closely with key teams to deliver a comprehensive suite of products.
Location: Hong Kong or Singapore
Job Responsibilities
- Serve as a key contributing member of the Institutional Market Specialists team within the Private Bank, with specific focus on concentrated stock and derivatives financing solutions.
- Deliver high-touch coverage and advisory to JPMorgan Private Bank’s top institutional clients in Asia, providing market insights, risk management, and derivative solutions to support their financial objectives.
- Collaborate closely with colleagues across Private Banking and Investment Banking, including 23 Wall, Cross Asset Solutions, Strategic Solutions Group, and Capital Markets to deliver integrated solutions and strengthen client relationships.
- Identify suitable clients for the IMS coverage model and assist in onboarding new client relationships.
- Prepare impactful, execution-ready, and suitability-compliant content, proposals, and presentations for clients and management.
- Contribute to the development of new products and platform enhancements in response to market and client needs.
- Maintain adherence to regulatory, risk, operational, and due diligence standards and internal policies.
- Regular travel within coverage regions may be required.
Required Qualifications, Skills, and Capabilities
- University degree in finance, economics, or other related disciplines.
- Expertise in concentrated stock disposal, hedging, cash and derivatives financing solutions from trading, sales, and risk management perspectives.
- Strong understanding of market risks from pricing and execution perspectives.
- Excellent client management, analytical, and communication skills.
- Advanced skills in data analytics and Excel; strong quantitative and analytical proficiency.
- High level of integrity, team spirit, and adaptability in a demanding environment.
- Solid knowledge of local regulatory policies and guidelines, with relevant qualifications and licenses.
Preferred Qualifications, Skills, and Capabilities
- Experience in investment banking, private-side structuring, and holistic solutions for ultra-high net worth entrepreneurs and family offices.
- Proficiency in Mandarin to support clients and stakeholders in China and other markets.
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.
Exciting opportunity in our Strategic Equity Solutions Team