You will manage and direct an integrated team of Bankers, who are responsible for new client acquisition, client relationship management, and investment advisory, to the clients in Taiwan market. This team acquires and services clients through a broad knowledge of investments, banking, trust services and financial planning. This role is also accountable for the client experience and engaging our resources to deliver a complete wealth management solution to the clients. This is an exciting opportunity for a player-coach to lead, develop and nurture a growing team within the J.P. Morgan Private Bank.
Job Responsibilities
- Support and manage all aspects of client relationships across the team; develop and maintain long-term relationships through professional/personal networks and contacts
- Articulate and deliver strategic messages to client portfolio. Update clients regularly on markets, portfolio performance, investments opportunities, risks
- Overall responsibility to lead and develop a team of Bankers, where they operate in both banker and investor capacity
- Supervise, coach, and train bankers/staffs to maximize their individual contribution to the team as required
- Monitor ongoing and team's performance against financial and other targets - AUM, Revenue, account performance etc.
- In addition to day-to-day management of the team, this role should also grow the team's book of business and will be responsible for prospecting and developing leads for new clients in the Taiwan market, through own social and/or corporate network and contacts
- Work in close partnership with other teams in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities
- Work closely with other teams in meeting compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies
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Required Qualifications, Skills and Capabilities
- University degree holder with 15+ years of professional experience in a similar capacity
- Strong understanding of the needs and sensitivities of clients (private individuals and families) in the Taiwan market
- Strong knowledge of local regulatory policies and guidelines
- Appropriate local regulatory qualification and licenses
- Track record of successfully building and growing a business within Wealth Management, with the ability to drive change and implement disciplined management practices, and to expand AUM and Revenue within the targeted segment
- Ability to influence and problem solve to address any implementation challenges
- Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
- Strong knowledge of local regulatory policies and guidelines
- Appropriate local regulatory qualifications and licenses
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.