Description
International Wealth Advisory is an expert group within the JPMorgan Private Bank. The Private Banker for Taiwan Market, based in Hong Kong, will work closely with clients to enhance their understanding of wealth management strategies.
Job Responsibilities
- Help clients navigate 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 use of trusts, foundations, companies, private funds, partnerships, contracts, insurance, and other tools
- Facilitate the design and implementation of solutions with internal partners and external parties
- 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 work
- Cross-border planning experience, particularly with offshore structures
- Expertise in local laws and regulations on topics such as taxation, trusts, foreign investment, and succession and inheritance
- General working knowledge of trust and company administration matters and procedures
- Excellent interpersonal skills and client relationship-building/marketing skills
- Ability to work and partner well with internal colleagues
- Self-starter, well-organized, able to work independently, and 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