International Private Bank, Investment Advisor for Taiwan Market, based in Hong Kong, Executive Director
On-site · Hong Kong Island, Hong Kong
Job Summary
Lead Investor on a portfolio of key client relationships for the Taiwan business, run out of the Hong Kong office; advise UHNW clients on building, preserving and managing wealth using multi-asset investments; communicate bank views and solutions to help clients meet financial objectives; conduct investment reviews and maintain ongoing dialogue to validate objectives and prepare recommendations; develop relationships with Investors & Bankers and onboard new client relationships; may assist in developing new products based on market/client needs; ensure 100% compliance with regulatory rules; require Mandarin; 10+ years of relevant experience; strong analytical and communication skills; able to work in a fast-paced, detail-oriented environment; knowledge of hedge funds, private equity, private credit, real estate and Taiwan market is a plus; Min Nan Yu is a plus; strong knowledge of local regulatory policies and financial instruments; JPMorgan Private Bank context in Taiwan.
Required Qualifications
- Bachelor Degree with minimum 10 years of relevant professional experience in a similar investment advisory capacity at another private bank or a wealth management firm
- Fluency in Mandarin is required as this role will be covering clients from Taiwan
- Strong analytical and communication skills
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