International Private Bank, UHNW Client Advisor, Taiwan Team - Executive Director

J.P. Morgan; Worcester (MA); On-site; USD 150,000 - 250,000; Full time

Job summary

J.P. Morgan in Worcester, MA seeks an experienced Wealth Management Client Relationship Manager to develop long-term client relationships, coordinate with product specialists, and deliver tailored investment solutions aligned with client objectives.

You will onboard clients, perform KYC, manage portfolios, monitor AUM, and work across teams to ensure regulatory and risk compliance while maintaining the highest standards of integrity and service.

Qualifications

• 12+ years of wealth management experience with proven client and stakeholder management.
• Strong written and spoken communication with the ability to influence internal partners.
• Excellent organizational skills, high integrity, and risk-awareness.
• Collaborative team player with cross-functional reporting to senior management.

Responsibilities

• Develop, manage, and deepen long-term client relationships across wealth management.
• Partner with product specialists to tailor investment and wealth solutions.
• Provide strategic market insights, portfolio updates, and opportunities.
• Oversee onboarding, KYC updates, suitability assessments, and meetings coordination.
• Ensure regulatory and risk-compliant operations across internal teams.
• Monitor portfolios and AUM; report on revenue performance.
• Grow business by expanding client base through networking and cross-selling.

Skills

Client relationship management

Stakeholder management

Communication skills

Team collaboration

Education

Bachelor’s degree

Job description

Key Responsibilities:

• Develop, manage, and deepen long-term client relationships by leveraging professional networks and delivering exceptional service across all facets of wealth management.
• Partner closely with product specialists and internal teams to propose, execute, and deliver tailored investment and wealth solutions that align with each client’s unique objectives.
• Serve as a trusted advisor, providing clients with strategic market insights, portfolio updates, and investment opportunities across asset classes, while proactively identifying new business opportunities.
• Ensure seamless client onboarding and ongoing relationship management, including KYC updates, suitability assessments, and coordination of client meetings and transactions.
• Collaborate with cross-functional teams to ensure compliance with regulatory requirements, risk management protocols, and internal policies, maintaining the highest standards of integrity.
• Monitor and report on client portfolios, Assets Under Management (AUM), and revenue performance using internal systems, supporting data-driven decision-making.
• Drive business growth by expanding the client base through networking, cross-selling opportunities, and delivering holistic family wealth management solutions.

Required Qualifications & Skills:

• Bachelor’s degree or equivalent, with a minimum of 12 years’ experience in wealth management and proven expertise in client and stakeholder management.
• Strong communication skills (oral and written), with the ability to engage and influence clients and internal partners effectively.
• Demonstrated organizational and prioritization skills, operating with high integrity and risk awareness.
• Collaborative team player, comfortable working across diverse business functions and reporting to senior management.

Preferred Qualifications & Skills:

• Prior experience in a wealth management or private banking firm, with direct client coverage in investment advisory and relationship management.
• Solid understanding of private banking regulatory and control environments, with the ability to manage accounts in accordance with industry standards.

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.

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. Join our dynamic Private Banking team, where we deliver comprehensive wealth management solutions including investments, wealth structuring, philanthropy, liquidity, and credit management. Our business model is built on deep client relationships, an integrated team approach, and a robust platform offering breadth and depth across financial services.