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

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

 

 

As an International Private Bank, UHNW Investor within the Taiwan team of J.P. Morgan Private Bank, you will advise UHNW clients on building, preserving, and managing wealth. Leveraging strong multi-asset investment expertise, you will partner closely with Private Bankers to provide holistic investment advice and deliver tailored solutions across client portfolios. You will join a local team and be supported by an institutional platform with deep specialist resources and intellectual capital to help clients achieve their long-term goals.