Our team puts clients first so we are looking for candidates that share our enthusiasm for delivering a first class client experience through an engaging and proactive sales approach. We are seeking a team-oriented self-starter who displays initiative and a positive attitude, a high level of integrity, drive and the motivation and develop market opportunities. Most importantly, we believe in doing 'first class business in a first class way'. Therefore, you should share our passion for creating an exceptional client experience and managing our business in an ethical and compliant way.
As a Vice President Client Advisor in the Institutional Business Team, you will actively engage with established clients and look for new and innovative ways to build our client book. Using our market-leading technology and CRM system, you will create detailed client contact that help our Sales and Investment teams identify new opportunities and bring cutting edge solutions to our clients. The team is looking for an experienced VP level Client Advisor, based in Taiwan, focusing on uncovering sales opportunities, as well as building and maintaining client relationships independently. You must be able to lead sales pitches, projects, activities; as well as actively manage a set of clients in accordance with client retention and incremental sales budgets.
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Job responsibilities:
- Build and lead business opportunity discussions with major institutional investors in Taiwan that require confidentiality, diligence and self-motivation
- Engage with client relationships, conduct performance reviews and meetings , develop, apply, and provide advice on investment strategies, products, and services
- Possess excellent organizational skills and the abilities to prioritize effectively and multi-task efficiently
- Observe established procedures, processes and guidelines when performing assigned tasks, and also exercise good judgment and appropriate discretion to produce timely, high quality results that are in line with the team's objectives and best interests
- Work closely with investment teams, Product Development, Operations, Risk, Legal and other internal parties to optimize product and service delivery for overall relationship
- Understand and analyze the industry development, and translate it into potential business opportunity
- Research competitors' offerings and identify ways to improve the marketability and competitiveness of our products
Required qualifications, capabilities and skills:
- Excellent Mandarin speaker with fluent English in both spoken and written proficiency
- 8+ years of work experience in financial industry
- Solid knowledge of investment products, market, and industry
- Self-starter who is adaptive, fast-learning, responsive, reliable, extremely well-organized, detail-oriented and committed to accuracy
- Exceptional communication, presentation, networking skills, and excellent team player
- University degree is essential
Preferred qualifications, capabilities, and skills
- Prior experience at AVP/VP level equivalent as a product manager or sales or relationship manager covering Taiwan institutions
- CFA or CAIA chartered holder is strongly preferred
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.