About this role
Key Responsibilities:
Be the Investor on a portfolio of key client relationships for the Taiwan business, run out of our Hong Kong officeUnderstand & effectively communicate the bank views & solutions to clients to help them meet their financial objectivesConduct investment reviews and maintain investment dialogue with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment productsDevelop relationships with immediate team members (Investors & Bankers) and work as a team to ensure that the business meets its goalsActively 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 full compliance with them Required Qualifications, Skills, and Capabilities:
Bachelor Degree with minimum 7 years of relevant professional experience in a similar investment advisory capacity at another private bank or a wealth management firmYou must have strong analytical and communication skills Able to work under minimal supervision; adaptable to work in fast-paced environmentSound knowledge of the financial industryFluency 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 plusMin Nan Yu speaking is a plusStrong 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 our FAQs 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.