Executive Director, Private Banker – Taiwan Market

JPMorganChase; Hong Kong; On-site; HKD 1,000,000 - 1,800,000; Full time

Job summary

A global financial leader seeks an experienced Wealth Advisor in Hong Kong to enhance client relationships and help navigate tax, estate planning, and asset protection matters. The role requires a degree in law, tax, or accounting with over 10 years of relevant experience, especially in cross-border planning. Applicants must demonstrate strong interpersonal skills to foster client trust and manage complex projects effectively. Knowledge of Mandarin or Cantonese is preferred.

Qualifications

• 10+ years of experience in taxation and estate planning.
• Knowledge of cross-border planning and offshore structures.
• Excellent client relationship and marketing skills.

Responsibilities

• Enhance Private Bank's value proposition for clients.
• Identify client needs through trusts and other tools.
• Facilitate design and implementation of client solutions.

Skills

Taxation expertise

Estate planning

Client relationship management

Cross-border planning

Interpersonal skills

Education

Degree in law, tax, or accounting

Job description

A global financial leader seeks an experienced Wealth Advisor in Hong Kong to enhance client relationships and help navigate tax, estate planning, and asset protection matters. The role requires a degree in law, tax, or accounting with over 10 years of relevant experience, especially in cross-border planning. Applicants must demonstrate strong interpersonal skills to foster client trust and manage complex projects effectively. Knowledge of Mandarin or Cantonese is preferred.