
Wealth Management, UHNW Banker, Vice President, Taiwan Market, based in Singapore
Salary undisclosed
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- Manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and contacts. Build portfolio of clients using resources and expertise of JPMorgan's platforms, products, services, and networks.
- Actively involved in prospecting and acquiring new clients, cultivate prospect lists and actively convert them into clients and deepen relationships.
- Work in close partnership with investment specialists in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach.
- Maintaining client relationships, answering clients' enquiries, day-to-day account operations, update clients regularly on markets, portfolio performance, investments opportunities, risks.
- Oversee private client relationships by providing strategic advice based on each client's wealth objectives. Provide access to internal specialists and manage clients' investment portfolios, and responsible for working with other team members on client sponsorship / Know Your Client.
- Work together with other teams in meeting all compliance, operational, and due diligence requirements.
- Keep track of Clients, Assets Under Management (AUM) and Revenues using our internal systems; periodic calculation of account performance.
- Minimum 7 years' experience in wealth management or relevant industry, along with strong client and stakeholder management skills is required.
- Understand and have working knowledge of the private banking key regulatory and control environments that are relevant to the team and be able to manage the accounts accordingly.
- Proven client management skills and effective communication skills (oral and written) who can positively engage and influence clients as well as internal stakeholders.
- Strong organizational and prioritization skills, and must be a team player and able to work with different business functions across the bank.
- Operate with a high level of integrity and risk awareness.
- As the role is an important contributor to the strategy of JP Morgan, comfort and experience working with and reporting to senior management is required
- Proficiency in Mandarin language is required as there will be frequent interaction with clients from Taiwan.
- Strong knowledge of local regulatory policies and guidelines.
- Strong knowledge of relevant financial markets and instruments.
- Manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and contacts. Build portfolio of clients using resources and expertise of JPMorgan's platforms, products, services, and networks.
- Actively involved in prospecting and acquiring new clients, cultivate prospect lists and actively convert them into clients and deepen relationships.
- Work in close partnership with investment specialists in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach.
- Maintaining client relationships, answering clients' enquiries, day-to-day account operations, update clients regularly on markets, portfolio performance, investments opportunities, risks.
- Oversee private client relationships by providing strategic advice based on each client's wealth objectives. Provide access to internal specialists and manage clients' investment portfolios, and responsible for working with other team members on client sponsorship / Know Your Client.
- Work together with other teams in meeting all compliance, operational, and due diligence requirements.
- Keep track of Clients, Assets Under Management (AUM) and Revenues using our internal systems; periodic calculation of account performance.
- Minimum 7 years' experience in wealth management or relevant industry, along with strong client and stakeholder management skills is required.
- Understand and have working knowledge of the private banking key regulatory and control environments that are relevant to the team and be able to manage the accounts accordingly.
- Proven client management skills and effective communication skills (oral and written) who can positively engage and influence clients as well as internal stakeholders.
- Strong organizational and prioritization skills, and must be a team player and able to work with different business functions across the bank.
- Operate with a high level of integrity and risk awareness.
- As the role is an important contributor to the strategy of JP Morgan, comfort and experience working with and reporting to senior management is required
- Proficiency in Mandarin language is required as there will be frequent interaction with clients from Taiwan.
- Strong knowledge of local regulatory policies and guidelines.
- Strong knowledge of relevant financial markets and instruments.