Wealth Management, Banker Professional for Taiwan
3 days ago
**JOB DESCRIPTION**
This is an exciting opportunity for you to join a dynamic, diverse team within the Taiwan market of J.P Morgan’s APAC Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses, and functions to provide you with the opportunity to take your career to the next level.
Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our integrated and diverse platform, we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and complexities they face in the ever-evolving financial services space.
**The Role**:
To further strengthen our coverage and reach in this important market, we are looking for a Banker Professional to join the team.
Banker Professionals work closely with our Banker teams to provide support in all facets of daily business routine, whilst maintaining awareness of, and sensitivity to the confidential nature of Private Banking clients.
**Responsibilities**:
- Operational support to Bankers and wider integrated team, where appropriate
- Help support Bankers with updating account documentation / authorities & Sig Lists on an ad hoc basis and within the role of managing client Periodic Review process
- Help with business and banker projects and strategies for prospects and clients including subscription and content management
- Help with team projects and admin (weekly flows commentary, pipeline reporting etc.)
- Support to resolve ad hoc client queries and standard reporting
**Required qualifications, capabilities and skills**:
- Bachelor’s degree in Finance or Business or equivalent in any discipline
- Minimum 1 year experience in Private Banking is preferred
- Fluent written and spoken Chinese is essential to support Chinese speaking clients
- PowerPoint and Excel expertise required
- Excellent interpersonal skills, both written and oral
- Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy
- Ability to multi-task and manage priorities effectively
- Good judgment and problem-solving skills
- Absolute discretion when dealing with confidential matters
- Ability to work both independently and as a team player
- Exceptional follow-up and follow-through skills
- General comfort level with Internet/Intranet usage and ability to learn proprietary software
**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.
-
Singapore JPMorgan Chase & Co. Full timeWealth Management, UHNW Banker, Vice President, Taiwan Market, based in Singapore Job Information Job Identification Job Category Client Advisory Business Unit Asset & Wealth Management Posting Date 04/23/2025, 03:02 AM Apply Before 05/07/2025, 03:02 AM Job Schedule Full time Job Description Are you looking for an exciting opportunity to join a dynamic and...
-
Singapore JPMorgan Chase & Co. Full timeWealth Management, UHNW Banker, Vice President, Taiwan Market, based in Singapore Job Information Job Identification Job Category Client Advisory Business Unit Asset & Wealth Management Posting Date 04/23/2025, 03:02 AM Apply Before 05/07/2025, 03:02 AM Job Schedule Full time Job Description Are you looking for an exciting opportunity to join a dynamic and...
-
Singapore JPMorgan Chase & Co Full time**JOB DESCRIPTION** Introduction** **Job Summary** As a Wealth Management, UHNW Investor, Vice President in the Taiwan team (Singapore based) of J.P. Morgan Private Bank, you are responsible for advising UHNW clients on building, preserving and managing their wealth. You will use your knowledge of multi assets investments to partner up closely with bankers...
-
Private Banker, Taiwan Team
2 hours ago
Singapore Citi Full timeJoin to apply for the Private Banker / Senior Private Banker (Taiwan Team)role at Citi At Citi , we connect millions of people across hundreds of cities and countries every day. We provide a broad range of financial services and products to our clients to help them meet their biggest opportunities and face the world's toughest challenges. Shape your Career...
-
Private Banker
5 days ago
Singapore Citibank (Switzerland) AG Full timePrivate Banker, Taiwan Team page is loaded Private Banker, Taiwan Team Apply locations Singapore Singapore posted on Posted Today job requisition id At Citi , we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a...
-
Wealth Banker
2 weeks ago
Singapore Ethos BeathChapman Full time**Job Details**: **Location** Singapore **Salary** SGD3500 - SGD4500 per month **Job Type** Permanent **Ref** BH-169231-1 **Contact** Zheng Yee Tan- **Posted** about 4 hours ago - My client is a well-established bank in the region, currently in the phase of expansion with plans to build the next generation of bankers. This is a great opportunity...
-
Singapore JPMorganChase Full timeOverview Join the dynamic Professional team at J.P. Morgan's APAC Private Banking business with a focus on China market and deliver exceptional experiences to our clients, Bankers and Investors. As an Investment Professional for China market in J.P Morgan's APAC Private Banking business, you will be a part of a global wealth management leader that delivers...
-
Wealth Planning Manager
2 hours ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeJoin us as AN APEX Wealth Planning Manager, get a head start in the finance industry, and be on track to undertake managerial positions. Build your career and make a difference-no prior experience is needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft skills and...
-
APEX WEALTH MANAGER
2 hours ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeJoin us as AN APEX WEALTH MANAGER, get a head start in the finance industry, and be on track to undertake managerial positions. Build your career and make a difference-no prior experience is needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft skills and experience you...
-
Singapore JPMorganChase Full time**JOB DESCRIPTION** Join the dynamic Client Service Specialist team at J.P Morgan’s APAC Private Banking business with a focus on Taiwan and Hong Kong markets and deliver exceptional experiences to our clients, Bankers and Investors. **Job Summary**: As a Client Service Specialist for J.P Morgan’s APAC Private Banking business, you will be the primary...