At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.
Jing Jin
Senior Vice President, Private Client Advisor
Professional Profile
Jing Jin is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Newport Beach, California. Jing connects ultra-high-net-worth individuals, families and institutions to customized strategies designed to help them preserve, grow and transfer their wealth more effectively. She brings warmth, empathy and insight to each relationship, helping clients advance their objectives through her ongoing care and diligence. Jing appreciates the unique circumstances and dynamics of each person or family. She offers creativity and resolve in tackling challenges and is unyielding in her efforts to address client needs.
Jing draws on direct experience in advising a highly accomplished clientele, incorporating best practices from similarly situated families. Thorough and discreet, she safeguards client privacy, mindful of the priceless value of client trust. She leads a team of locally based specialists who work in concert to identify possible efficiencies in multiple areas: investments, trust and estate planning services, business and succession planning, lending and philanthropy. Jing and her team strive to foster a client experience that is intimate in its feel, yet expansive in its scope.
Jing joined the Private Bank (formerly U.S. Trust) in 2018 and has worked in financial services since 2010. Previously, she was a Risk Analytics Manager with Banc of California and a Senior Quant Team Leader with BB&T. She earned her bachelor’s degree in finance from University of Macau and her MSc in financial economics from BI Norwegian School of Management. She was also an Exchange Scholar at University of Wisconsin, Madison.
Jing is a member of Chinese Writing Associations in Los Angeles and Beijing. An avid traveler, she has visited more than 50 countries and enjoys writing travel blogs.
Jing is married and has two young sons. In her free time, she likes spending time outdoors—particularly hiking and snorkeling—and playing the piano.
ORGANIZATIONS
- CFA Institution
- Chinese Writting Association
- GARP
EDUCATION
- BI Norwegian School of Management
- Univeristy of Macau
- University of Wisconsin - Madison
LANGUAGES
- Chinese
- English
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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.
