Wealth Management, Wealth Advisor, Taiwan Market - Executive Director

J.P. Morgan; Worcester (MA); Presencial; USD 150.000 - 210.000; Jornada completa

Descripción de la vacante

J.P. Morgan's International Wealth Advisory within Private Bank seeks an experienced wealth adviser to guide sophisticated clients through tax, estate planning, trusts, and cross-border structuring.

You will collaborate with private bankers, trust officers, and external advisors to deliver tailored solutions. The role requires a law, tax, or accounting qualification with 10+ years in taxation and estate planning, strong client relationships, independence, and the ability to manage complex

Formación

• Degree holder or above with professional qualification in law, tax or accounting.
• 10+ years of experience in taxation, estate planning, trusts and transactions.
• Cross-border planning experience with offshore structures.
• Knowledge of local tax, trusts, and inheritance laws.
• General working knowledge of trust and company administration matters.
• Excellent interpersonal and client relationship skills.
• Ability to work independently and manage own case load.
• Experience handling large, complex structuring projects.

Responsabilidades

• Enhance value proposition by advising on tax, estate planning, immigration, asset protection, and governance for wealth clients.
• Identify client needs and structure solutions using trusts, foundations, private funds, partnerships, contracts, and insurance.
• Coordinate with internal partners and external advisors to implement solutions.
• Travel with Bankers to meet clients and prospects.
• Provide input into business development and management as part of the team.

Conocimientos

Cross-border planning

Client relationship-building

Estate planning

Taxation expertise

Trusts and foundations

Communications

Independence and organization

Educación

Law/Tax/Accounting degree

Descripción del empleo

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

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. International Wealth Advisory is an expert group within the JPMorgan Private Bank.