Wealth Management, Uhnw Client Advisor, Executive Director, Taiwan Market

**JOB DESCRIPTION** Introduction**

**Job Summary**
As a Wealth Management, UHNW Client Advisor, Executive Director in the Taiwan Market team at JP Morgan, you will be responsible for supporting and managing all aspects of client relationships across the team. 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.

**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 both 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, investments opportunities, 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 the other integrated team members to provide a high quality of client service.
- Keeping 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 12 years’ experience in wealth management space, along with strong client and stakeholder management skills is required.
- Extensive experience and proven track record in acquisition success for Taiwan market, and well-versed across all asset classes and investment products.
- Strong knowledge of Wealth Management business in Taiwan with deep understanding on 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 strong sense of urgency.
- Experience in managing relationships both with clients and internal partners across multiple countries and regions to drive our sales agenda.

**Preferred Qualifications, Skills And Capabilities**
- Appropriate local regulatory qualification 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 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. Visit our FAQs for more information about requesting an accommodation.

**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 be