Private Bank Associate: Wealth Management & Client Growth

Aumni; Worcester (MA); Presencial; USD 90.000 - 130.000; Jornada completa

Descripción de la vacante

J.P. Morgan Private Bank in Taiwan is seeking an International Private Bank Banker Associate to support a Senior Banker across client acquisition and retention through investments, banking, trust services, and financial planning.

You will help enhance the client experience and contribute to delivering tailored wealth solutions. You will work with cross‑functional teams to manage a book of business, communicate with clients, and identify opportunities to grow assets under management while

Formación

• Bachelor’s degree with a minimum of 4 years’ work experience in business development or relationship management.
• Demonstrated ability to manage relationships with clients and internal partners to drive the sales agenda.
• Dynamic team player with strong communication and interpersonal skills; able to engage stakeholders at all levels with urgency.

Responsabilidades

• 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.

Conocimientos

Relationship management

Client relations

Communication skills

Team player

Educación

Bachelor's degree

Descripción del empleo

J.P. Morgan Private Bank in Taiwan is seeking an International Private Bank Banker Associate to support a Senior Banker across client acquisition and retention through investments, banking, trust services, and financial planning.

You will help enhance the client experience and contribute to delivering tailored wealth solutions. You will work with cross‑functional teams to manage a book of business, communicate with clients, and identify opportunities to grow assets under management while