Job ref no.: CT3128817-01#6016

Wealth Management, UHNW Taiwan Investor, Executive Director

JPMorgan Chase Bank, N.A.

  • Provide investment advisory services and recommendations across multiple asset classes to Private Banking clients
  • Service and develop clients by providing investment advice in a holistic approach (including discretionary and advisory) through a combination of technical knowledge and a structured investment approach
  • Maintain investment dialogue with the most complex clients on understanding goals and objectives, developing and implementing overall investment plan
  • Identify product solutions for client needs, based on view of the market
  • Provide advice and investment solutions according to relevant legal and compliance requirements
  • Work in close partnership with Private Bankers in providing investment expertise to existing and prospective clients, as well as in identifying new business opportunities
  • Involve in new marketing initiatives for more complex clients along with other team members
  • Contribute to trade ideas suitable for the Bank's active client base
  • Act independently within established policy guidelines and in accordance with client
  • Adhere to the Bank's policies and procedures thereby protecting the business from financial and reputational risks
  • Supervise, coach, and train junior staff to maximize their individual contribution to the team as required

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 to foster relationshipsJ.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.

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More job information
Job ref no. CT3128817-01#6016
Salary
Job Function
Industry
Employment Term
  • Permanent
  • Full-time
Experience
  • 0 year - 5 years
Career Level
  • Middle management level
Education
  • Degree