Job ref no.: CT3124805-01#5252

Wealth Management, Taiwan Investor, Associate

JP Morgan Chase

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, ultra-high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.


J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to Ultra High Net Worth (UHNW) individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm.


  • Work independently to service clients’ investment needs
  • Work closely with Senior Investors on meeting more complex clients’ investment needs
  • Provide preparatory and post execution support to the Investor team, assist Senior Investors with investment advisory services and recommendations across multiple asset classes to Private Banking clients
  • Work in close partnership with Senior Investors and Private Bankers to assist them with providing investment expertise to existing and prospective clients, as well as in identifying new business opportunities
  • Develop a thorough understanding of the Private Banking platform and take ownership of the process flows to ensure the success of the team
  • Prepare presentation materials, client proposals/reports, and briefings for Senior Management
  • Perform portfolio evaluation and analyses
  • Conduct industry and product research
  • Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies
  • May require regular travel into coverage regions


  • University degree holder and / or with 5+ years of professional experience in a similar capacity
  • Fluency in English required with Mandarin
  • Knowledge of the investment products
  • Strong analytical and communication skills
  • Strong understanding of the needs and sensitivities of clients (private individuals and families)
  • Must be adaptable and able to work in a stressful and demanding environment
  • Perseverance, initiative, strong drive are key attributes in being successful
  • In-depth knowledge of local regulatory policies and guidelines
  • Appropriate local regulatory qualification and licenses

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More job information
Job ref no. CT3124805-01#5252
Job Function
Employment Term
  • Full-time
  • 5 years - 10 years
Career Level
  • Middle management level
  • Degree