JP Morgan Chase

Runs a consumer bank and an investment bank

UHNW Investor - Investment Advisor for Taiwan Market, Executive Director

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeHong Kong Island, Hong KongNo salary listed

About the Job

Requirements

A bachelor's degree and at least 10 years of relevant professional experience in a similar investment advisory capacity at another private bank or wealth management firm are required.
Strong analytical and communication skills are required.
Ability to work under minimal supervision and adapt to a fast-paced environment is required.
Attention to detail and a results-focused approach are required.
Sound knowledge of the financial industry is required.
Fluency in Mandarin is required because the role covers clients from Taiwan.

Responsibilities

Serve as lead investor for a portfolio of key client relationships in the Taiwan business, based out of the Hong Kong office.
Understand and effectively communicate the bank's views and solutions to clients to help them meet their financial objectives.
Conduct investment reviews, maintain investment dialogue with clients to validate their current investment objectives, and prepare recommendations for appropriate investment products.
Develop relationships with immediate team members, including investors and bankers, and work as a team to meet business goals.
Work with team members to deepen existing relationships and onboard new client relationships.
Assist in developing new products based on market and client needs.
Develop a sound understanding of rules and regulations and ensure full compliance.

Desired Qualifications

Direct experience advising clients on alternative investments, including hedge funds, private equity, private credit, and real estate.
Knowledge and experience of the Taiwan market.
Min Nan Yu speaking ability.
Strong knowledge of local regulatory policies and guidelines.
Strong knowledge of relevant financial markets and instruments.

Job Summary
As an International Private Bank, UHNW Investor, Executive Director in the Taiwan team (Hong Kong 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 and advise clients on all aspects of investments. 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.

Key Responsibilities:

Be the lead Investor on a portfolio of key client relationships for the Taiwan business, run out of our Hong Kong office
Understand & effectively communicate the bank views & solutions to clients to help them meet their financial objectives
Conduct investment reviews and maintain investment dialogue with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products
Develop relationships with immediate team members (Investors & Bankers) and work as a team to ensure that the business meets its goals
Actively involved with team members in deepening existing relationships and on-boarding new client relationships
May assist in developing new products based on market/client needs
Develop a sound understanding of rules & regulations and ensuring 100% compliance with them

Required Qualifications, Skills and Capabilities:

Bachelor Degree with minimum 10 years of relevant professional experience in a similar investment advisory capacity at another private bank or a wealth management firm
You must have strong analytical and communication skills
Able to work under minimal supervision; adaptable to work in fast-paced environment
Detail-oriented and results-focused
Sound knowledge of the financial industry
Fluency in Mandarin is required as this role will be covering clients from Taiwan

Preferred Qualifications, Skills and Capabilities

Good knowledge with direct experience advising clients on alternative investments, including but not limited to hedge funds, private equity, private credit and real estate
Knowledge & experience of Taiwan market is a plus
Min Nan Yu speaking is a plus
Strong knowledge of local regulatory policies and guidelines
Strong knowledge of relevant financial markets and instruments

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size: 10,001+
Company stage: IPO
Headquarters: New York City, New York
Founded: 1799

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