Wealth Management Expert in Taiwan
3 days ago
The Taiwan market presents significant opportunities for growth, and we seek a high-caliber candidate to join our team. As a Wealth Management Expert in Taiwan, 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
- Keep track of Clients, Assets Under Management (AUM), and Revenues using our internal systems; periodic calculation of account performance
About Our Company
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. We provide individuals, advisors, and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals.
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