Wealth Management, UHNW Taiwan Investor, Executive Director
J.P. Morgan
Hong Kong
1天前

Job Description

  • Provide investment advisory services and recommendations across multiple asset classes to Private Banking clients
  • Service and develop clients by providing investment advice in a holistic approach (including discretionary and advisory) through a combination of technical knowledge and a structured investment approach
  • Maintain investment dialogue with the most complex clients on understanding goals and objectives, developing and implementing overall investment plan
  • Identify product solutions for client needs, based on view of the market
  • Provide advice and investment solutions according to relevant legal and compliance requirements
  • Work in close partnership with Private Bankers in providing investment expertise to existing and prospective clients, as well as in identifying new business opportunities
  • Involve in new marketing initiatives for more complex clients along with other team members
  • Contribute to trade ideas suitable for the Bank’s active client base
  • Act independently within established policy guidelines and in accordance with client
  • Adhere to the Bank’s policies and procedures thereby protecting the business from financial and reputational risks
  • Supervise, coach, and train junior staff to maximize their individual contribution to the team as required
  • Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies

    May require regular travel into coverage regions to foster relationships

    报告这项工作
    checkmark

    Thank you for reporting this job!

    Your feedback will help us improve the quality of our services.

    申請
    郵箱地址
    通過點擊“持續”,我允許neuvoo同意處理我的數據並向我發送電子郵件提醒,詳見neuvoo的 隱私政策 。我可以隨時撤回我的同意或退訂。
    持續
    申請表