International Private Bank, Banker Associate for Taiwan Market, based in Hong Kong
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Job Location:
Monthly Salary:
Posted on:
19 hours ago
Vacancies:
1 Vacancy
Job Summary
Description
Key Responsibilities
- Provide daytoday leverage to the Senior Banker on client priorities including relationship maintenance handling client inquiries and overseeing daily account operations.
- Support the Senior Banker throughout the sales cycle and ongoing client management: review and prepare pitch books coordinate information communicate with clients and execute on client needs.
- Partner with the Senior Banker to facilitate the sale of investments banking and trust services including asset allocation for structured and managed portfolios brokerage accounts portfolio reviews deposit and lending solutions basic trust and estate products and identification of wealth planning opportunities.
- Work closely with Investors to propose deliver and execute client solutions and identify new business opportunities with the Senior Banker.
- Provide regular market updates portfolio performance reviews and investment opportunity and risk commentary to clients.
- Prepare presentations and proposals for senior bankers and distribute promotional materials to clients upon request.
- Track clients AUM and revenues using internal systems including periodic calculation of account performance.
- Collaborate with crossfunctional teams to meet all compliance operational and duediligence requirements.
Required Qualifications & Skills:
- Bachelors degree with a minimum of 4 years work experience and a proven record in business development or relationship management.
- Demonstrated ability to manage relationships with clients and internal partners to drive the sales agenda.
- Dynamic team player who is selfmotivated with strong communication and interpersonal skills; able to proactively engage stakeholders at all levels and operate with a strong sense of urgency.
Preferred Qualifications & Skills:
- Knowledge of the Wealth Management business in the Taiwan market; familiarity across asset classes; and understanding of Compliance Risk and Regulatory frameworks.
Required Experience:
IC
Key Skills
- Sales Experience
- Presentation Skills
- Financial Services
- Customer Service
- Financial Acumen
- Fraud
- Math
- Military Experience
- Banking
- Upselling
- Cash Handling
- RMF
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
