Wealth Management, UHNW Investor, Taiwan Market

4 weeks ago

Singapore Jpmorgan Chase Bank, N.a. Full time
Introduction

Areyou looking for an exciting opportunity to join a dynamic andgrowing team in a fast paced and challenging area? Join our PrivateBank UHNW investor team in Singapore as a Vice President where youwill manage and deliver investment solutions for our UHNW clientrelationships in the region, particularly Taiwan. The regionremains a key center for growth, presenting significantopportunities for our partners and us to develop and broaden ourbusinesses together. We seek a high caliber candidate to join ourteam.

JobSummary

As a Wealth Management,UHNW Investor, Vice President in the Taiwan team (Singapore based)of J.P. Morgan Private Bank, you are responsible for advising UHNWclients on building, preserving and managing their wealth. You willuse your knowledge of multi assets investments to partner upclosely with bankers and advise clients on all aspects ofinvestments. You will be part of a local team and supported by aninstitutional platform that has the resources, specialists andintellectual capital to help you advise clients on achieving theirdesired goals.

JobResponsibilities:

• Be the leadInvestor on a portfolio of key client relationships for the Taiwanbusiness, run out of our Singapore office

•Understand & effectively communicate the bank views &solutions to clients to help them meet their financialobjectives

• Conduct investment reviews andmaintain investment dialogue with clients to validate the clients'current investment objectives and prepare recommendations ofappropriate investment products

• Developrelationships with immediate team members (Investors & Bankers)and work as a team to ensure that the business meets itsGoals

• Actively involved with Team members indeepening existing relationships and on-boarding new clientrelationships.

• May assist in developing newproducts based on market/client needs.

• Developa sound understanding of Rules & Regulations and ensuring 100%compliance with them

RequiredQualifications, Skills andCapabilities:

• Bachelor Degreewith minimum 7 years of relevant professional experience in asimilar investment advisory capacity at another private bank or awealth management firm

• You must have stronganalytical and communication skills

• Able towork under minimal supervision; adaptable to work in fast-pacedenvironment

• Detail-oriented andresults-focused

• Sound knowledge of thefinancial industry

• Fluency in Mandarin isrequired as this role will be covering clients fromTaiwan

Preferred Qualifications,Skills And Capabilities

• Goodknowledge with direct experience advising clients on alternativeinvestments, including but not limited to hedge funds, privateequity, private credit and real estate

•Appropriate local regulatory qualification and licenses preferred.However, if you do not possess an existing RepresentativesNotification Framework (RNF) Register in Singapore, you will berequired to sit for Client Advisor Competency Standards (CACS)Paper 1 & 2, in order to get registered as a Representativewith Monetary Authority of Singapore (MAS) for the private bankingindustry.

• Knowledge in Taiwan market is aplus

• Strong knowledge of local regulatorypolicies and guidelines

• Strong knowledge ofrelevant financial markets andinstruments

To apply for thisposition, please use the followingURL:

https://ars2.equest.com/?response_id=ef46d50fb39ef6ccecf2bad822ee3c0e

  • Wealth Management, UHNW Client Advisor, Executive Director, Taiwan Market

    3 days ago

    Singapore JPMorgan Chase & Co. Full time

    Wealth Management, UHNW Client Advisor, Executive Director, Taiwan Market (Based in Singapore)Job Information Job Identification 210591074Job Category Client Advisory Business Unit Asset & Wealth Management Posting Date 01/20/2025, 12:26 PM Apply Before 02/03/2025, 12:25 PM Job Schedule Full time Job Description Introduction Are you looking for an exciting...

  • Wealth Planner

    1 week ago

    Singapore ABUNDANT LIFE PLANNERS PTE LTD Full time

    Roles & ResponsibilitiesJob DescriptionWe are seeking a Wealth Planner with expertise in working with Ultra High-Net-Worth individuals and extensive experience in philanthropic planning. The ideal candidate will have an established portfolio of clients that they can transition to our firm, with a proven track record in offering bespoke financial solutions...

  • Wealth management uhnw banker associate

    3 days ago

    Singapore JPMorganChase Full time

    Introduction We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J. P. Morgan’s Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J. P. Morgan is the place for you. You will be working...

  • VP of Wealth Management for Taiwan

    3 days ago

    Singapore This is an IT support group Full time

    RequirementsTo be successful in this role, you will need a Bachelor's degree or equivalent in any discipline and minimum 7 years' experience in wealth management. You should have strong client and stakeholder management skills, extensive experience and proven track record in acquisition success for the Taiwan market, and well-versed across all asset classes...

  • Wealth Management Advisor

    3 days ago

    Singapore Perennial HR Full time

    A reputable global private bank is seeking a skilled Wealth Management Advisor to join its top-performing team in Asia.In this key role, you will work closely with the team lead to co-manage a substantial portfolio of UHNW clients while driving business growth and revenue expansion.Key Responsibilities:Develop and implement customized wealth management...

  • Wealth Management, Single Coverage Client Advisor for Taiwan Market, Vice President, based in S[...]

    3 days ago

    Singapore This is an IT support group Full time

    JOB DESCRIPTION Are you looking for an exciting opportunity to join a dynamic and growing team in a fast-paced and challenging area? This is a unique opportunity for you to join JP Morgan as a Single Coverage Client Advisor for the Taiwan Market, where you will support and manage all aspects of client relationships across the team. The region remains a key...

  • Wealth Planner

    1 week ago

    Singapore ABUNDANT LIFE PLANNERS PTE LTD Full time

    Roles & ResponsibilitiesJob DescriptionWe are seeking a Wealth Planner with expertise in working with Ultra High-Net-Worth individuals and extensive experience in philanthropic planning. The ideal candidate will have an established portfolio of clients that they can transition to our firm, with a proven track record in offering bespoke financial solutions...

  • Client Relationship Manager for Taiwan Market

    3 days ago

    Singapore This is an IT support group Full time

    About the RoleWe are seeking a highly skilled and experienced wealth management professional to join our team as a Single Coverage Client Advisor for the Taiwan Market. As a key member of our team, you will be responsible for supporting and managing all aspects of client relationships across the team.

  • Wealth Manager

    1 day ago

    Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesJob DescriptionAs a Wealth Manager, you will assist our Wealth, Sales and Business Development team in various tasks aimed at identifying revenue and growth opportunities, sales strategies, and expanding our market presence. This role offers valuable exposure to the world of wealth advisory and consulting, sales prospecting, business...

  • Wealth Management, Single Coverage Client Advisor, Executive Director, China Market, based in S[...]

    3 days ago

    Singapore JPMorgan Chase & Co. Full time

    Wealth Management, UHNW Banker, Executive Director, China Market, based in Singapore Job Information Job Identification 210578435Job Category Client Advisory Business Unit Asset & Wealth Management Posting Date 12/19/2024, 02:50 PM Apply Before 01/02/2025, 02:50 PM Job Schedule Full time Job Description Are you looking for an exciting opportunity to join a...

  • Wealth Management Professional

    3 days ago

    Singapore VA Cornerstone Wealth Full time

    We're looking for a highly skilled Wealth Management Professional to join our team at VA Cornerstone Wealth. This is a full-time on-site role located in Singapore.Job Overview:The ideal candidate will have extensive knowledge of wealth management and financial markets, with strong analytical and problem-solving skills.Key Responsibilities:Provide expert...

  • Private Wealth Investor Relations Specialist

    3 days ago

    Singapore Coller Capital Full time

    The Investor Relations function at Coller Capital is responsible for the effective management and coordination of interactions with our global investor base. This role falls within the Investor Services sub-function, specifically focusing on our Private Wealth product offerings.Key Responsibilities:Ensure that all Private Wealth investor queries are...

  • Investor Services, Private Wealth

    3 days ago

    Singapore Coller Capital Full time

    The Investor Relations function is responsible for the management and co-ordination of interactions with our global investor base. This Role is within the Investor Services sub-function focused on our Private Wealth product offerings, and the individual will ensure that the needs of our existing Private Wealth investors are met in a professional, efficient,...

  • Private Wealth Advisor

    3 days ago

    Singapore ADECCO PERSONNEL PTE LTD Full time

    ADECCO PERSONNEL PTE LTD seeks an experienced Private Wealth Advisor to join their team and support business expansion in North Asia. As a key member of the team, you will play a crucial role in designing and implementing customized investment strategies and wealth management plans for clients.About the Job:Key responsibilities include developing and...

  • AVP, Wealth Management – China Desk, Regional Private Bank

    3 weeks ago

    Singapore REVUP CONSULTING PTE. LTD. Full time

    Roles & ResponsibilitiesA leading regional private bank with a strong presence in Asia is seeking an exceptional AVP, Wealth Management to manage and grow a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients from Greater China. This is an exciting opportunity to join a dynamic institution known for its excellent product support and...

  • AVP, Wealth Management – China Desk, Regional Private Bank

    1 week ago

    Singapore REVUP CONSULTING PTE. LTD. Full time

    Roles & ResponsibilitiesA leading regional private bank with a strong presence in Asia is seeking an exceptional AVP, Wealth Management to manage and grow a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients from Greater China. This is an exciting opportunity to join a dynamic institution known for its excellent product support and...

  • Assistant Wealth Management

    2 weeks ago

    Singapore ABACUS ASIA WEALTH MANAGEMENT PTE. LTD. Full time

    Roles & ResponsibilitiesJob Summary:As an Assistant Wealth Management professional at Abacus Asia Wealth Management, you will be crucial in supporting our Representatives/Portfolio Managers in delivering exceptional service to our clients. You will assist in various aspects of wealth management, from client relationship management to portfolio...

  • Director/ED, Wealth Management – First-Tier Global Private Bank

    5 days ago

    Singapore REVUP CONSULTING PTE. LTD. Full time

    Roles & ResponsibilitiesA leading global private bank is seeking an exceptional senior banker to manage and grow a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients from Greater China. This is a rare opportunity to join a prestigious institution and offer bespoke offshore wealth solutions to an elite client base.Why This Role?Join a...

  • VP, Wealth Management – Thai Desk, First-Tier Global Private Bank

    1 week ago

    Singapore REVUP CONSULTING PTE. LTD. Full time

    Roles & ResponsibilitiesA leading global private bank is seeking an exceptional VP, Wealth Management to manage and grow a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients from Thailand. This is a unique opportunity to join a prestigious institution and provide bespoke offshore wealth solutions to an elite client base.Why This...

  • Senior Relationship Manager, Wealth Management

    3 days ago

    Singapore CLSA Global Markets Pte Ltd Full time

    Senior Relationship Manager, Wealth Management Position Description The Relationship Manager (RM) is a key member of the team within Wealth Management, working with HNW / UHNW / Family Offices / EAM clients, leading corporates as well as institutional banks. You will have strong knowledge in insurance and trusts, investment (FX, equities, bonds, structured...