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Job description
International Wealth Advisory is an expert group within the JPMorgan Private Bank. Within Asia, the Wealth Advisory team works in close partnership with the trust officers from our International Trustee Companies to assist the Bank's valued clients. Wealth Advisors do not provide formal tax or legal advice nor do they charge advisory fees. Wealth Advisors interface with the client's own independent tax or legal advisors.
Job Responsibilities
Enhance the value proposition of the Private Bank by helping clients understand, navigate and position themselves in relation to the tax, estate planning, immigration, asset protection, family governance and philanthropic aspects of wealth
Identify and articulate client needs, and meet those needs through the proper and skillful use of trusts, foundations, companies, private funds, partnerships, contracts, insurance and other tools
Facilitate the design and implementation of solutions with internal partners as well as external parties such as law firms, independent service providers, brokers and government agencies
Travel with Bankers to see clients and prospects
Provide input into business development and management as part of an integrated banking team
Required Qualifications, Capabilities and Skills
Degree holder or above with professional qualification in law, tax or accounting
10+ years of working experience in taxation, estate planning, trusts and transactional (particularly liquidity events such as IPOs)
Cross-border planning experience, particularly experience with offshore structures
Expertise in local laws and regulations on topic such as taxation, trusts, foreign investment, and succession and inheritance
Required to have a general working knowledge of trust and company administration matters and procedures
Excellent interpersonal skills and client relationship-building / and marketing skills are required for success in this role
Ability to work and partner very well with internal colleagues
A self-starter, well organized, able to work independently and to manage own case load
Able to manage large / complex structuring projects
Professional in approach
Preferred Qualifications, Capabilities and Skills
Knowledge of written and spoken Mandarin or Cantonese
Prior experience in high net worth private client relationship management preferred
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.
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Worksite address
worcester, MA, 01609, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.