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Join a dynamic and growing team as a Wealth Management, UHNW Banker (Vice President) focusing on the Taiwan market. This role offers a unique opportunity to manage client relationships, advise on wealth preservation, and leverage a robust institutional platform. You will be instrumental in acquiring new clients and deepening existing relationships, supported by a team of specialists. A forward-thinking company values your expertise and offers a stimulating environment for professional growth. If you are passionate about wealth management and thrive in a fast-paced setting, this is the perfect opportunity for you.
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JPMORGAN CHASE BANK, N.A.
JPMORGAN CHASE BANK, N.A.
Typically Replies in 30 DaysIslandwide
Permanent, Full Time
Senior Executive
7 years exp
Banking and Finance
$14,000 to $28,000
$14,000 to $28,000 Monthly
JPMORGAN CHASE BANK, N.A.
Typically Replies in 30 DaysIslandwide
Permanent, Full Time
Senior Executive
7 years exp
Banking and Finance
$14,000 to $28,000 Monthly 10 applications Posted 23 Apr 2025 Closed on 07 May 2025Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to join JP Morgan as a Wealth Management, UHNW Banker (Vice President) Taiwan Market where you will support and manage all aspects of client relationships across the team. The region remains a key center for growth, presenting significant opportunities for our partners and us to develop and broaden our businesses together. We seek a high caliber candidate to join our team.
Job Summary
As a Wealth Management, UHNW Banker, Vice President, in the Taiwan Market team at JP Morgan, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
1. Focus on ultra-high-net-worth individuals and families, as well as institutions for our Taiwan market coverage team. May require regular travel into coverage regions to foster relationships.
2. Manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and contacts. Build portfolio of clients using resources and expertise of JPMorgan’s platforms, products, services, and networks.
3. Actively involved in prospecting and acquiring new clients, cultivate prospect lists and actively convert them into clients and deepen relationships.
4. Work in close partnership with investment specialists in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach.
5. Maintaining client relationships, answering clients’ enquiries, day-to-day account operations, update clients regularly on markets, portfolio performance, investments opportunities, risks.
6. Oversee private client relationships by providing strategic advice based on each client’s wealth objectives. Provide access to internal specialists and manage clients’ investment portfolios, and responsible for working with other team members on client sponsorship / Know Your Client.
7. Work together with other teams in meeting all compliance, operational, and due diligence requirements.
8. Keep track of Clients, Assets Under Management (AUM) and Revenues using our internal systems; periodic calculation of account performance.
Required Qualifications, Skills And Capabilities
1. Bachelor’s degree or equivalent in any discipline
2. Minimum 7 years’ experience in wealth management or relevant industry, along with strong client and stakeholder management skills is required.
3. Understand and have working knowledge of the private banking key regulatory and control environments that are relevant to the team and be able to manage the accounts accordingly.
4. Proven client management skills and effective communication skills (oral and written) who can positively engage and influence clients as well as internal stakeholders.
5. Strong organizational and prioritization skills, and must be a team player and able to work with different business functions across the bank.
6. Operate with a high level of integrity and risk awareness.
7. As the role is an important contributor to the strategy of JP Morgan, comfort and experience working with and reporting to senior management is required
8. Proficiency in Mandarin language is required as there will be frequent interaction with clients from Taiwan.
Preferred Qualifications, Skills And Capabilities
1. Appropriate local regulatory qualification and licenses preferred. However, if you do not possess an existing Representatives Notification Framework (RNF) Register in Singapore, you will be required to sit for Client Advisor Competency Standards (CACS) Paper 1 & 2, in order to get registered as a Representative with Monetary Authority of Singapore (MAS) for the private banking industry.
2. Strong knowledge of local regulatory policies and guidelines.
3. Strong knowledge of relevant financial markets and instruments.
To apply for this position, please use the following URL:
https://ars2.equest.com/?response_id=4edc75da6872685c93d5623cccc9c6e1
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About the Company
About J.P. Morgan
J.P. Morgan has been a leader in helping companies grow and markets develop throughout our history.We collaborate across the globe to deliver the solutions and advice to meet our clients’ needs, anywhere in the world. We operate in 100 countries and hold global leadership positions across our businesses. When you join J.P. Morgan you’ll be:working with a team committed to being the best; earning the trust of our clients; demanding excellence of yourself.
What makes this the best place to build your career? Because we’ll make the most of all your talents, not just your technical skills. We’ll challenge you, but we’ll also make being here as stimulating and diverse as your life is. You’ll be given the tools, training and support needed to help us keep doing first-class business in a first-class way, as we have for over 200 years. Our global platform allows you to have more mobility, choices and opportunities to contribute than you ever imagined. It all adds up to the perfect opportunity to take your career further with us.
The more skills you have, the better your job match.
Add these skills if you have them
Wealth Management
Sponsorship
Management Skills
Subject Matter Expert
Investments
Wealth
Compliance
Communication Skills
Banking
Capital
Team Player
Providing expert advice
Stakeholder Management
About the Company
About J.P. Morgan
J.P. Morgan has been a leader in helping companies grow and markets develop throughout our history.We collaborate across the globe to deliver the solutions and advice to meet our clients’ needs, anywhere in the world. We operate in 100 countries and hold global leadership positions across our businesses. When you join J.P. Morgan you’ll be:working with a team committed to being the best; earning the trust of our clients; demanding excellence of yourself.
What makes this the best place to build your career? Because we’ll make the most of all your talents, not just your technical skills. We’ll challenge you, but we’ll also make being here as stimulating and diverse as your life is. You’ll be given the tools, training and support needed to help us keep doing first-class business in a first-class way, as we have for over 200 years. Our global platform allows you to have more mobility, choices and opportunities to contribute than you ever imagined. It all adds up to the perfect opportunity to take your career further with us.
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