Taiwan Market Wealth & Client Solutions Associate

JPMorgan Chase & Co.; Singapore; In loco; SGD 90.000 - 150.000; Tempo pieno

Descrizione del lavoro

JPMorgan Chase & Co. in Singapore seeks a capable professional to support a Senior Banker in wealth management.

You will maintain client relationships, respond to inquiries, and oversee daily account operations, helping to move opportunities across investments, banking, and trust services. The role emphasizes collaboration with cross-functional teams, delivering timely market updates, portfolio reviews, and tailored client solutions, while ensuring compliance and thorough due diligence

Competenze

• Bachelor’s degree required with at least 4 years’ experience in business development or relationship management.
• Proven ability to manage client relationships and drive sales agenda.
• Strong communication and interpersonal skills; ability to engage stakeholders at all levels with urgency.

Mansioni

• Provide day-to-day leverage to the Senior Banker on client priorities, including relationship maintenance, handling client inquiries, and overseeing daily account operations.
• Support the Senior Banker throughout the sales cycle and ongoing client management: review and prepare pitch books, coordinate information, communicate with clients, and execute on client needs.
• Partner with the Senior Banker to facilitate the sale of investments, banking, and trust services, including asset allocation for structured and managed portfolios, brokerage accounts, portfolio reviews, deposit and lending solutions, basic trust and estate products, and identification of wealth planning opportunities.
• Work closely with Investors to propose, deliver, and execute client solutions, and identify new business opportunities with the Senior Banker.
• Provide regular market updates, portfolio performance reviews, and investment opportunity and risk commentary to clients.
• Prepare presentations and proposals for senior bankers and distribute promotional materials to clients upon request.
• Track clients, AUM, and revenues using internal systems, including periodic calculation of account performance.
• Collaborate with cross‑functional teams to meet all compliance, operational, and due‑diligence requirements.

Conoscenze

Relationship management

Communication skills

Sales

Team player

Formazione

Bachelor’s degree

Descrizione del lavoro

JPMorgan Chase & Co. in Singapore seeks a capable professional to support a Senior Banker in wealth management.

You will maintain client relationships, respond to inquiries, and oversee daily account operations, helping to move opportunities across investments, banking, and trust services. The role emphasizes collaboration with cross-functional teams, delivering timely market updates, portfolio reviews, and tailored client solutions, while ensuring compliance and thorough due diligence