Location: Central and Western, Hong Kong Island, Hong Kong

Key Responsibilities

• Provide daytoday leverage to the Senior Banker on client priorities, including relationship maintenance, handling client inquiries, and overseeing daily account operations.
• Support the Senior Banker throughout the sales cycle and ongoing client management: review and prepare pitch books, coordinate information, communicate with clients, and execute on client needs.
• Partner with the Senior Banker to facilitate the sale of investments, banking, and trust services, including asset allocation for structured and managed portfolios, brokerage accounts, portfolio reviews, deposit and lending solutions, basic trust and estate products, and identification of wealth planning opportunities.
• Work closely with Investors to propose, deliver, and execute client solutions, and identify new business opportunities with the Senior Banker.
• Provide regular market updates, portfolio performance reviews, and investment opportunity and risk commentary to clients.
• Prepare presentations and proposals for senior bankers and distribute promotional materials to clients upon request.
• Track clients, AUM, and revenues using internal systems, including periodic calculation of account performance.
• Collaborate with crossfunctional teams to meet all compliance, operational, and duediligence requirements.

 

Required Qualifications & Skills:

• Bachelors degree with a minimum of 4 years work experience and a proven record in business development or relationship management.
• Demonstrated ability to manage relationships with clients and internal partners to drive the sales agenda.
• Dynamic team player who is selfmotivated with strong communication and interpersonal skills; able to proactively engage stakeholders at all levels and operate with a strong sense of urgency.

 

Preferred Qualifications & Skills:

• Knowledge of the Wealth Management business in the Taiwan market; familiarity across asset classes; and understanding of Compliance, Risk, and Regulatory frameworks.

 

Job Description We are seeking exceptionally talented, collaborative, and confident individuals to deliver a first class client experience within J.P. Morgan Private Bank. If you have an entrepreneurial mindset and enjoy challenging yourself, J.P. Morgan offers the platform to accelerate your career. You will work alongside skilled colleagues across businesses and functions to help you grow to the next level. Job Summary As an International Private Bank, Banker Associate for the Taiwan market, you will support a Senior Banker across all aspects of managing their book of business. You will play a key role in client acquisition and retention through a broad understanding of investments, banking, trust services, and financial planning. Your primary objective is to enhance the client experience and help the Senior Banker deliver exceptional wealth management solutions.