Wealth Management, Wealth Advisor, Taiwan Market - Executive Director
J.P. Morgan
Accounting & Finance
Worcester, MA, USA
Posted on Sep 16, 2024
Job Description
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 Bank's valued clients. Wealth Advisors do not provide formal tax or legal advice nor do they charge advisory fees. Wealth Advisors interface with the client's 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
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.