Wealth Management, Wealth Advisor, Taiwan Market – Executive Director
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Job Location:
Monthly Salary:
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
International Wealth Advisory is an expert group within the JPMorgan Private Bank. Within Asia the Wealth Advisory team works in close partnership with the trust officers from our International Trustee Companies to assist the Banks valued clients. Wealth Advisors do not provide formal tax or legal advice nor do they charge advisory fees. Wealth Advisors interface with the clients own independent tax or legal advisors.
Job Responsibilities
- Enhance the value proposition of the Private Bank by helping clients understand navigate and position themselves in relation to the tax estate planning immigration asset protection family governance and philanthropic aspects of wealth
- Identify and articulate client needs and meet those needs through the proper and skillful use of trusts foundations companies private funds partnerships contracts insurance and other tools
- Facilitate the design and implementation of solutions with internal partners as well as external parties such as law firms independent service providers brokers and government agencies
- Travel with Bankers to see clients and prospects
- Provide input into business development and management as part of an integrated banking team
Required Qualifications Capabilities and Skills
- Degree holder or above with professional qualification in law tax or accounting
- 10 years of working experience in taxation estate planning trusts and transactional (particularly liquidity events such as IPOs)
- Cross-border planning experience particularly experience with offshore structures
- Expertise in local laws and regulations on topic such as taxation trusts foreign investment and succession and inheritance
- Required to have a general working knowledge of trust and company administration matters and procedures
- Excellent interpersonal skills and client relationship-building / and marketing skills are required for success in this role
- Ability to work and partner very well with internal colleagues
- A self-starter well organized able to work independently and to manage own case load
- Able to manage large / complex structuring projects
- Professional in approach
Preferred Qualifications Capabilities and Skills
- Knowledge of written and spoken Mandarin or Cantonese
- Prior experience in high net worth private client relationship management preferred
Required Experience:
Director
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
