Senior UHNW Wealth Advisor - Taiwan

Aumni; Worcester (MA); On-site; USD 250,000 - 350,000; Full time

Job summary

J.P. Morgan Private Bank is seeking an Executive Director for the Taiwan team, based in Hong Kong, to advise UHNW clients on multi-asset investments and wealth management. You will partner with bankers to deliver investment solutions and maintain strong client relationships.

You will lead the investment dialogue, conduct reviews, and ensure regulatory compliance while collaborating with a local team and regional platform. Fluency in Mandarin is required to serve Taiwan clients.

Qualifications

• Bachelor degree required; 10+ years in a similar investment advisory role at a private bank or wealth manager.
• Strong analytical and communication skills are essential.
• Able to work with minimal supervision in a fast-paced environment.
• Detail-oriented with a focus on results.
• Solid knowledge of the financial industry.
• Fluency in Mandarin required for Taiwan client coverage.

Responsibilities

• Lead investor on a portfolio of key client relationships for the Taiwan business, based out of Hong Kong.
• Communicate bank views and solutions to clients to help meet financial objectives.
• Conduct investment reviews and maintain dialogue to validate client objectives and prepare product recommendations.
• Develop relationships with team members and work to ensure business goals are met.
• Support onboarding of new client relationships and assist in product development as needed.
• Ensure compliance with applicable rules and regulations.

Skills

Analytical skills

Communication skills

Adaptability

Detail-oriented

Financial industry knowledge

Mandarin fluency

Education

Bachelor's degree

Job description

J.P. Morgan Private Bank is seeking an Executive Director for the Taiwan team, based in Hong Kong, to advise UHNW clients on multi-asset investments and wealth management. You will partner with bankers to deliver investment solutions and maintain strong client relationships.

You will lead the investment dialogue, conduct reviews, and ensure regulatory compliance while collaborating with a local team and regional platform. Fluency in Mandarin is required to serve Taiwan clients.