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Job description
Job Summary
As an International Private Bank, UHNW Investor, Executive Director in the Taiwan team (Hong Kong based) of J.P. Morgan Private Bank, you are responsible for advising UHNW clients on building, preserving and managing their wealth. You will use your knowledge of multi-asset investments to partner up closely with bankers and advise clients on all aspects of investments. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Key Responsibilities
Be the lead Investor on a portfolio of key client relationships for the Taiwan business, run out of our Hong Kong office
Understand & effectively communicate the bank views & solutions to clients to help them meet their financial objectives
Conduct investment reviews and maintain investment dialogue with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products
Develop relationships with immediate team members (Investors & Bankers) and work as a team to ensure that the business meets its goals
Actively involved with team members in deepening existing relationships and on-boarding new client relationships.
May assist in developing new products based on market/client needs.
Develop a sound understanding of rules & regulations and ensuring 100% compliance with them
Required Qualifications, Skills and Capabilities
Bachelor Degree with minimum 10 years of relevant professional experience in a similar investment advisory capacity at another private bank or a wealth management firm
You must have strong analytical and communication skills
Able to work under minimal supervision; adaptable to work in fast-paced environment
Detail-oriented and results-focused
Sound knowledge of the financial industry
Fluency in Mandarin is required as this role will be covering clients from Taiwan
Preferred Qualifications, Skills And Capabilities
Good knowledge with direct experience advising clients on alternative investments, including but not limited to hedge funds, private equity, private credit and real estate
Knowledge & experience of Taiwan market is a plus
Min Nan Yu speaking is a plus
Strong knowledge of local regulatory policies and guidelines
Strong knowledge of relevant financial markets and instruments
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.
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Worksite address
worcester, MA, 01609, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.