International Private Bank, Investment Advisor for Taiwan Market, based in Hong Kong, Vice President
Summary
Advises high-net-worth clients from Taiwan on investment strategies and products, working out of JPMorgan’s Hong Kong office to meet their financial goals.
Key Responsibilities:
- Be the Investor on a portfolio of key client relationships for the Taiwan business, run out of our Hong Kong office
- Understand & effectively communicate the bank views & solutions to clients to help them meet their financial objectives
- Conduct investment reviews and maintain investment dialogue with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products
- Develop relationships with immediate team members (Investors & Bankers) and work as a team to ensure that the business meets its goals
- Actively involved with team members in deepening existing relationships and on-boarding new client relationships.
- May assist in developing new products based on market/client needs.
- Develop a sound understanding of rules & regulations and ensuring full compliance with them
Required Qualifications, Skills, and Capabilities:
- Bachelor Degree with minimum 7 years of relevant professional experience in a similar investment advisory capacity at another private bank or a wealth management firm
- You must have strong analytical and communication skills
- Able to work under minimal supervision; adaptable to work in fast-paced environment
- Sound knowledge of the financial industry
- Fluency in Mandarin is required as this role will be covering clients from Taiwan
Preferred Qualifications, Skills, and Capabilities:
- Good knowledge with direct experience advising clients on alternative investments, including but not limited to hedge funds, private equity, private credit and real estate
- Knowledge & experience of Taiwan market is a plus
- Min Nan Yu speaking is a plus
- Strong knowledge of relevant financial markets and instruments