Wealth Management, Uhnw Banker

**JOB DESCRIPTION** Job Responsibilities**
- Focus on ultra-high-net-worth (Principal Business) individuals and families, as well as institutions for our Taiwan market coverage team
- Manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and contacts
- Build portfolio of clients using resources and expertise of JPMorgan’s platforms, products, services, and networks
- Actively involved in prospecting and acquiring new clients, cultivate prospect lists and actively convert them into clients and deepen relationships
- Understand each client’s wealth objects and investment requirements
- Work in close partnership with Investors in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities
- Maintaining client relationships, answering clients’ enquiries, day-to-day account operations
- Update clients regularly on markets, portfolio performance, investments opportunities, risks
- May require regular travel into coverage regions to foster relationships
- Work with junior team members in preparing presentations and proposals, and send out various promotion items to clients on request
- Keep track of Clients, AUMs and Revenues using our internal systems; periodic calculation of account performance
- Work together with other teams in meeting all compliance, operational, and due diligence requirements
- Oversee private client relationships by providing strategic advice based on each client’s wealth objectives. Provide access to specialists and manage clients’ investment portfolios
- Responsible for working with other team members on client sponsorship / Know Your Client
- Supervise, coach, and train junior staffs to maximize their individual contribution to the team as required

**Required Qualifications, Skills and Capabilities**
- University bachelor degree holder in any discipline
- Minimum 10 years of professional experience in a similar Relationship Manager capacity at another Private Bank or wealth management firm, covering the Taiwan market
- Business fluent verbal and written Mandarin language skills are required as the job holder will frequently interact with Taiwan clients
- Strong presentation skills, an excellent communicator with client facing experience and existing UHNW client relationships in Taiwan
- Strong understanding of the needs and sensitivities of clients (private individuals and families)
- Proven track record on investment sales and / or relationship management performance
- Able to work under mínimal supervision; adaptable to work in fast-paced environment
- Detail-oriented and results-focused
- Strong knowledge of local regulatory policies and guidelines
- Strong knowledge of relevant financial markets and instruments
- Appropriate local regulatory qualification

**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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any 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.