International Private Bank, Morgan Private Advisory, Philanthropy Advisor – at JPMC Candidate Experience page

Hong Kong, Hong Kong Island, Hong Kong S.A.R. -

Full Time

Start Date

Immediate

Expiry Date

23 Mar, 26

Salary

0.0

Posted On

23 Dec, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Philanthropic Advice, Business Development, Grant Making, Client Relationships, Leadership, Creative Problem-Solving, Networking, Presentation Skills, Family Coaching, Strategic Planning, Governance, Succession Planning, Sales Experience, Marketing Experience, Philanthropic Trends, Chinese Language Skills, Trust Building

Industry

Financial Services

Description

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.

Responsibilities

The role involves providing philanthropic advice to clients and collaborating with banking teams for business development. It also includes managing client relationships and facilitating educational forums on effective philanthropy.