Client Advisor and Portfolio Strategist
3 days ago
This is an exciting opportunity for a Client Advisor and Portfolio Strategist to join J.P. Morgan in the Taiwan Market. As a key member of our team, you will support and manage all aspects of client relationships, operating in both banker and investor capacity.
Your Key Responsibilities
- Operate in both banker and investor capacity, handling/ coordinating with various teams on overall account inquiries/maintenance as well as on investment-related aspects
- Develop and maintain long-term relationships through professional/personal networks and contacts
- Articulate and deliver strategic messages to your portfolio, prepare presentations and proposals, and take solicited and unsolicited orders in all asset classes
- Collaborate with other integrated team members to provide high-quality client service
About Our Culture
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 strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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