JPMorganChase Logo

JPMorganChase

Asset Management - Taiwan Direct Business, Client Advisor - Vice President

Reposted 22 Days Ago
Be an Early Applicant
Hybrid
Taipei City
Expert/Leader
Hybrid
Taipei City
Expert/Leader
The Vice President Client Advisor will provide investment solutions, build client relationships, achieve business targets, and enhance e-trading services.
The summary above was generated by AI
Job Description
Our team puts clients first so we are looking for candidates that share our enthusiasm for delivering a first class client experience through an engaging and proactive sales approach. We are seeking a team-oriented self-starter who displays initiative and a positive attitude, a high level of integrity, drive and the motivation and develop market opportunities.
As a Vice President Client Advisor in the Taiwan Direct Business, you will actively provide investment solutions to established clients and look for new and innovative ways to build our client base. Using our market-leading technology and client database, you will identify new business opportunities and bring cutting-edge solutions to our clients.
Our Taiwan Direct Business sells investment products through e-trading platform, a channel that allows individual investors to interact with us directly, as well as through online distributors such as online fund platforms and virtual banks. Most importantly, we believe in doing 'first class business in a first class way', therefore you should share our passion for creating an exceptional client experience and managing our business in an ethical and compliant way.
Job Responsibilities:
  • Take ownership of business results, achieve business target and KPIs, and develop and implement strategies that drive business growth and success
  • Propose and discuss strategies with internal teams, prepare online promotional materials, and execute online sales activities
  • Perform competitor analysis and user feedback session to keep abreast with latest market invest-tech knowledge and continuous improvement on e-trading platform
  • Work effectively with different internal parties, consolidate and coordinate internal opinions, and drive the implementation of business projects
  • Build and deepen strong business partnerships with assigned online distributors, such as online fund platforms and virtual banks, and construct a long term business plan
  • Monitor and evaluate e-trading platform business deliverables and benefit by management report preparation
  • Maintain the highest standards in business ethics and comply with internal guidelines

Required qualifications, capabilities, and skills:
  • University graduate in Business, Finance and/or related discipline with a minimum of 10 year of experience in financial industry
  • Good team player whilst able to work independently
  • Strive for excellence; able to work under strong pressure
  • Good analytical skills and can demonstrate a comprehensive understanding of financial markets and investment products (especially fund)
  • Spoken and written fluency in Chinese and English
  • Strong interpersonal and presentation skills
  • Obtain local regulatory license, i.e. SITCA Sales, or Senior Securities Specialist

Preferred qualifications, capabilities, and skills
  • Experience in e-commerce industry
  • Professional qualifications such as CFA

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.

Top Skills

E-Trading Platform
Market-Leading Technology

Similar Jobs at JPMorganChase

2 Days Ago
Hybrid
Taipei City, TWN
Mid level
Mid level
Financial Services
The Core Operations Associate manages daily operations in asset management, including regulatory reporting, account maintenance, and communication with stakeholders.
Top Skills: AlteryxUipath
22 Days Ago
Hybrid
Taipei City, TWN
Senior level
Senior level
Financial Services
The role involves managing calendars, handling travel arrangements, processing invoices, and supporting team members in a fast-paced bank environment while maintaining confidentiality and professionalism.

What you need to know about the Sydney Tech Scene

From opera to comedy shows, the Sydney Opera House hosts more than 1,600 performances a year, yet its entertainment sector isn't the only one taking center stage. The city's tech sector has earned a reputation as one of the fastest-growing in the region. More specifically, its IT sector stands out as the country's third-largest, growing at twice the rate of overall employment in the past decade as businesses continue to digitize their operations to stay competitive.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account