Wealth Management, Taiwan Investor, Associate Wealth Management, Taiwan Investor, Associate …

in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Be the first to apply
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Be the first to apply
Wealth Management, Taiwan Investor, Associate
JPMorgan Chase & Co .is a leading global financial services firm with assets of more than $2.7trillion, over 240,000 employees and operations in over 60 countries. Itoperates across four business segments including Asset & Wealth Management,Corporate and Investment Banking, Commercial Banking and Consumer and CommunityBanking .

J.P. Morgan Asset & WealthManagement, is a global leader in investment and wealth management. Its clientsinclude institutions, ultra-high-net-worth individuals and retail investors inevery major market throughout the world. The division offers investmentmanagement across all major asset classes including equities, fixed income,alternatives, multi-asset and money market funds. For individual investors, thebusiness also provides retirement products and services, brokerage and bankingservices including trusts and estates, loans, mortgages and deposits.

J.P. Morgan Private Bank is a global wealth managementleader that delivers the highest quality advice, service, capabilities andproducts to Ultra High Net Worth (UHNW) individuals and families around theworld. We deliver highly customized and comprehensive solutions to help clientswith the many complexities they face by leveraging the commercial andinvestment banking capabilities of the firm.

  • Work independently to service clients'investment needs
  • Work closely with Senior Investors on meetingmore complex clients' investment needs
  • Provide preparatory and post execution supportto the Investor team, assist Senior Investors with investment advisory servicesand recommendations across multiple asset classes to Private Banking clients
  • Work in close partnership with Senior Investorsand Private Bankers to assist them with providing investment expertise toexisting and prospective clients, as well as in identifying new businessopportunities
  • Develop a thorough understanding of the PrivateBanking platform and take ownership of the process flows to ensure the successof the team
  • Prepare presentation materials, clientproposals/reports, and briefings for Senior Management
  • Perform portfolio evaluation and analyses
  • Conduct industry and product research
  • Worktogether with other teams in meeting all compliance, regulatory, riskmanagement, operational, and due diligence requirements and compliance withinternal policies
  • May require regular travel into coverageregions

  • University degree holder and / or with 5+ yearsof professional experience in a similar capacity
  • Fluency in English required with Mandarin
  • Knowledge of the investment products
  • Strong analytical and communication skills
  • Strong understanding of the needs andsensitivities of clients (private individuals and families)
  • Must be adaptable and able to work in astressful and demanding environment
  • Perseverance, initiative, strong drive are keyattributes in being successful
  • In-depth knowledge of local regulatory policiesand guidelines
  • Appropriate local regulatory qualification andlicenses