Wealth Management, UHNW Client Advisor, Taiwan Team - Executive Director

Aumni; Worcester (MA); Presencial; USD 150 000 - 250 000; Tempo integral

Resumo da oferta

J.P. Morgan is seeking a senior Private Wealth Advisor to lead client relationships and deliver tailored wealth solutions in Worcester, MA. You will partner with product specialists and internal teams to propose strategic investments, conduct client meetings, and provide ongoing market insights.

The role emphasizes long-term client retention, KYC adherence, risk awareness, and collaboration across functions to uphold the firm's high standards and integrity.

Qualificações

• Bachelor’s degree or equivalent with 12+ years in wealth management.
• Strong communication and stakeholder management skills.
• Organizational and prioritization skills with high integrity and risk awareness.

Responsabilidades

• Develop, manage, and deepen long-term client relationships.
• Partner with product specialists to propose and deliver tailored wealth solutions.
• Provide clients with strategic market insights, portfolio updates, and investment opportunities.
• Ensure seamless client onboarding, KYC updates, and meetings coordination.
• Collaborate to ensure compliance with regulatory requirements and internal policies.
• Monitor client portfolios, AUM, and revenue, supporting data-driven decisions.
• Drive growth by expanding the client base through networking and cross-selling.

Conhecimentos

Wealth management

Client management

Stakeholder management

Communication skills

Formação académica

Bachelor’s degree

Descrição da oferta de emprego

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:

• 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. Wealth Management, UHNW Client Advisor, Taiwan Team - Executive Director 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.