Wealth Management, UHNW Banker, Executive Director, Taiwan Market, based in Singapore

Wealth Management, UHNW Banker, Executive Director, Taiwan Market, based in Singapore Job Information

• Job Identification
• Job Category Client Advisory
• Business Unit Asset & Wealth Management
• Posting Date 04/17/2025, 10:03 AM
• Apply Before 05/01/2025, 10:03 AM
• Job Schedule Full time

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 Wealth Management, UHNW Banker (Executive Director) 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, UHNW Banker, Executive Director, in the Taiwan Market team at JP Morgan, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

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 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 10 years’ experience in wealth management or relevant industry, along with strong client and stakeholder management skills is required.
• Understand and have working knowledge of the private banking key regulatory and control environments that are relevant to the team and be able to manage the accounts accordingly.
• Proven client management skills and effective communication skills (oral and written) who can positively engage and influence clients as well as internal stakeholders.
• Strong organizational and prioritization skills, and must be a team player and able to work with different business functions across the bank.
• Operate with a high level of integrity and risk awareness.
• As the role is an important contributor to the strategy of JP Morgan, comfort and experience working with and reporting to senior management is required
• Proficiency in Mandarin language is required as there will be frequent interaction with clients from Taiwan.

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.
• Strong knowledge of local regulatory policies and guidelines.
• Strong knowledge of relevant financial markets and instruments.

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 ourFAQs 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 better define, focus and realize their goals.

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