International Private Bank, UHNW Investor, Taiwan Market (based in Singapore), Executive Director

Posted 5 Hours Ago
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Singapore
Hybrid
Expert/Leader
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As an Executive Director in the Private Bank's UHNW investor team, you will manage investments for UHNW clients, focusing on financial objectives and compliance while collaborating with bankers and investors.
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Job Description
Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? Join our Private Bank UHNW investor team in Singapore as an Executive Director where you will manage and deliver investment solutions for our UHNW client relationships in the region, particularly Taiwan. The region remains a key center for growth, presenting significant opportunities for our partners and us to develop and broaden our businesses together. We seek a high caliber candidate to join our team.
Job Summary
As an International Private Bank, UHNW Investor, Executive Director in the Taiwan team (Singapore based) of J.P. Morgan Private Bank, you are responsible for advising UHNW clients on building, preserving and managing their wealth. You will use your knowledge of multi assets investments to partner up closely with bankers and advise clients on all aspects of investments. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities:
  • Be the lead Investor on a portfolio of key client relationships for the Taiwan business, run out of our Singapore 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 100% compliance with them

Required Qualifications, Skills and Capabilities:
  • Bachelor Degree with minimum 10 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
  • Detail-oriented and results-focused
  • 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
  • Appropriate local regulatory qualification and licenses preferred. However, if you do not possess an existing Representatives Notification Framework (RNF) Register in Singapore, you will be required to sit for Client Advisor Competency Standards (CACS) Paper 1 & 2, in order to get registered as a Representative with Monetary Authority of Singapore (MAS) for the private banking industry.
  • Knowledge in Taiwan market is a plus
  • Strong knowledge of local regulatory policies and guidelines
  • Strong knowledge of relevant financial markets and instruments

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.

Top Skills

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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