Wealth Management, Wealth Advisor, Taiwan Market - Executive Director

Aumni; Worcester (MA); On-site; USD 100,000 - 150,000; Full time

Job summary

TwinThread is seeking an experienced Senior Wealth Advisor in Worcester, Massachusetts, to enhance our Private Bank's value proposition by guiding clients through various wealth-related aspects such as tax and estate planning. The ideal candidate will have over 10 years of experience in taxation and project management.

Responsibilities include identifying client needs, facilitating solutions with partners, and managing complex structuring projects. Proficiency in Mandarin or Cantonese is a plus. We pride ourselves on fostering a diverse and inclusive work environment.

Qualifications

• 10+ years of experience in taxation, estate planning, trusts, and transactions.
• Ability to manage large and complex structuring projects.
• Excellent interpersonal and client relationship skills.

Responsibilities

• Enhance the value proposition of the Private Bank.
• Identify and articulate client needs effectively.
• Facilitate solutions with internal and external partners.

Skills

Client relationship building

Taxation expertise

Estate planning

Cross-border planning

Project management

Education

Degree in law, tax or accounting

Job description

International Wealth Advisory is an expert group within the JPMorgan Private Bank. Within Asia, the Wealth Advisory team works in close partnership with the trust officers from our International Trustee Companies to assist the Bank's valued clients. Wealth Advisors do not provide formal tax or legal advice nor do they charge advisory fees. Wealth Advisors interface with the client's own independent tax or legal advisors.

Job Responsibilities

• Enhance the value proposition of the Private Bank by helping clients understand, navigate and position themselves in relation to the tax, estate planning, immigration, asset protection, family governance and philanthropic aspects of wealth
• Identify and articulate client needs, and meet those needs through the proper and skillful use of trusts, foundations, companies, private funds, partnerships, contracts, insurance and other tools
• Facilitate the design and implementation of solutions with internal partners as well as external parties such as law firms, independent service providers, brokers and government agencies
• Travel with Bankers to see clients and prospects
• Provide input into business development and management as part of an integrated banking team

Required Qualifications, Capabilities and Skills

• Degree holder or above with professional qualification in law, tax or accounting
• 10+ years of working experience in taxation, estate planning, trusts and transactional (particularly liquidity events such as IPOs)
• Cross-border planning experience, particularly experience with offshore structures
• Expertise in local laws and regulations on topic such as taxation, trusts, foreign investment, and succession and inheritance
• Required to have a general working knowledge of trust and company administration matters and procedures
• Excellent interpersonal skills and client relationship-building / and marketing skills are required for success in this role
• Ability to work and partner very well with internal colleagues
• A self-starter, well organized, able to work independently and to manage own case load
• Able to manage large / complex structuring projects
• Professional in approach

Preferred Qualifications, Capabilities and Skills

• Knowledge of written and spoken Mandarin or Cantonese
• Prior experience in high net worth private client relationship management preferred

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.