Job ref no.: CT3128817-01#4898

Wealth Management, UHNW Taiwan Investor, Associate

JPMorgan Chase Bank, N.A.

  • 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

Personal Attributes & Requirements

  • University degree holder and / or with 5+ years of professional experience in a similar capacity
  • Fluency in English required with Mandarin and / or Cantonese a definite plus
  • 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 licensesJ.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.

Interested parties please click Apply Now to apply job.

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

More job information
Job ref no. CT3128817-01#4898
Job Function
Employment Term
  • Permanent
  • Full-time
  • 5 years - 10 years
Career Level
  • Non-management level
  • Degree