Wealth Management, Single Coverage Client Advisor for Taiwan Market, Vice President, based in S[...]
5 days ago
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 center for growth, presenting significant opportunities for our partners and us to develop and broaden our businesses together. We seek a high-caliber candidate to join our team.
Job Summary
As a Wealth Management, Single Coverage Client Advisor, Vice President in the Taiwan Market team at JP Morgan, you will be responsible for supporting and managing all aspects of client relationships. You will operate in both banker and investor capacity, handle and coordinate with various teams on account inquiries and investment-related aspects, and deliver strategic messages to your portfolio. You will also collaborate with other team members to provide high-quality client service and ensure compliance with all regulatory and internal policies.
Job Responsibilities
Support and manage all aspects of client relationships across the team; develop and maintain long-term relationships through professional/personal networks and contacts.
Operate in both banker and investor capacity, and handle/coordinate with various teams on overall account inquiries/maintenance as well as on investment-related aspects.
Articulate and deliver strategic messages to their portfolio, prepare presentations and proposals, and take both solicited and unsolicited orders in all asset classes. Update clients regularly on markets, portfolio performance, investment opportunities, and risks.
Partner with the client including (but not limited to) updating Know Your Client (KYC) information, client suitability profile, hosting client meetings, monitoring funds/asset transfer, and handling client ad-hoc queries.
Collaborate with other integrated team members to provide high-quality client service.
Keep track of Clients, Assets Under Management (AUM), and Revenues using our internal systems; periodic calculation of account performance.
Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies.
Required Qualifications, Skills And Capabilities
Bachelor’s degree or equivalent in any discipline.
Minimum 7 years’ experience in wealth management, along with 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 and investment products.
Strong knowledge of Wealth Management business in Taiwan with a deep understanding of Compliance, Risk, and Regulatory frameworks.
Fluent written and spoken Business Mandarin is essential to support Chinese speaking clients from Taiwan.
Dynamic team player who is self-motivated and possesses strong interpersonal skills, showcasing the ability to proactively engage multiple stakeholders at all levels of seniority to drive our sales agenda and operate with a strong sense of urgency.
Experience in managing relationships with clients and internal partners across multiple countries and regions to drive our sales agenda.
Candidates must have a willingness to travel frequently.
Preferred Qualifications, Skills And Capabilities
Appropriate local regulatory qualifications and licenses preferred. However, if you do not possess an existing Representatives Notification Framework (RNF) Register in Singapore, you will be required to sit for Client Advisor Competency Standards (CACS) Paper 1 & 2, in order to get registered as a Representative with the Monetary Authority of Singapore (MAS) for the private banking industry.
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals, and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. 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.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors, and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families, and foundations take a more intentional approach to their wealth or finances to better define, focus, and realize their goals.
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