Taiwan Private Banking VP - Relationship & Wealth Strategy

Testing Site - JPMC

Hong Kong

On-site

HKD 1,200,000 - 2,100,000

Full time

5 days ago
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Job summary

J.P. Morgan's International Private Bank in Hong Kong is seeking a Vice President Private Banker for the Taiwan Market to originate, cultivate and manage high-net-worth client relationships, delivering bespoke wealth and investment solutions while coordinating with product specialists.

You will lead onboarding, conduct KYC and risk assessments, work with cross-functional teams to ensure regulatory compliance, and drive growth across the Taiwan client franchise in a fast-paced, globally

Qualifications

  • Bachelor’s degree or equivalent with 7+ years in wealth management.
  • Proven track record in client acquisition and stakeholder engagement.
  • Ability to influence and build consensus among clients and partners.

Responsibilities

  • Originate, cultivate, and strengthen long-term client relationships by leveraging industry networks and consistently delivering best-in-class service across all dimensions of wealth management.
  • Collaborate with product specialists and internal stakeholders to design, implement, and manage bespoke investment and wealth solutions tailored to each client’s financial objectives and risk profile.
  • Act as a strategic advisor, providing clients with actionable market intelligence, portfolio reviews, and multi-asset investment opportunities, while proactively identifying and capitalizing on new business prospects.
  • Oversee seamless client onboarding and ongoing relationship management, including KYC refreshes, suitability assessments, and the coordination of client meetings and transactional activities.
  • Partner with cross-functional teams to ensure rigorous adherence to regulatory standards, risk management frameworks, and internal governance policies, upholding the highest levels of professional integrity.
  • Monitor and analyze client portfolios, Assets Under Management (AUM), and revenue metrics using advanced internal systems to support data-driven business decisions.
  • Drive commercial growth by expanding the client franchise through targeted networking, cross-selling initiatives, and the delivery of holistic family office solutions.

Skills

Exceptional communication
Stakeholder engagement
Organizational skills
Collaborative team player
Client relationship management

Education

Bachelor’s degree or equivalent

Job description

J.P. Morgan's International Private Bank in Hong Kong is seeking a Vice President Private Banker for the Taiwan Market to originate, cultivate and manage high-net-worth client relationships, delivering bespoke wealth and investment solutions while coordinating with product specialists.

You will lead onboarding, conduct KYC and risk assessments, work with cross-functional teams to ensure regulatory compliance, and drive growth across the Taiwan client franchise in a fast-paced, globally

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