High-Net-Worth Client Relations Specialist
5 days ago
We are seeking a highly skilled High-Net-Worth Client Relations Specialist to join our team 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
- Develop and maintain long-term relationships through professional/personal networks and contacts
- Handle/coordinate with various teams on overall account inquiries/maintenance as well as on investment-related aspects
- Deliver strategic messages to your portfolio, prepare presentations and proposals, and take solicited and unsolicited orders in all asset classes
- Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies
About Our Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions.
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