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Asset Management, HNW & Corporate Client Advisor, Associate / Vice President

Req #: 180030297
Location: Taipei, TPE, TW
Job Category: Asset Management
Potential Referral Amount: 30000 New Taiwan Dollar (TWD)

JP Morgan Asset Management (“JPMAM”) provides investment management products and service to institutional and individual investors worldwide. 

It offers the full spectrum of investment strategies – from equity, cash management, fixed income, currency and asset allocation to alternative asset classes such as private equity, real estate and hedge funds.


JPMAM TW Direct – HNW & Corp. provides versatile service and diversified fund products. Combining global research resource of JPMorgan Chase & Co., We provide solutions with asset allocation and professional investment consulting.  We strived to construct customized asset management plan for different clients, including individual and corporate.


Key responsibilities include:

  • Professional knowledge of financial products and markets, with continuous learning passion.
  • Strong will and proactive attitude of accomplishing missions, i.e. sales targets and other KPIs.
  • Great KYC and communication skill set, helping client to construct optimized portfolio.
  • Networking ability to develop client base.
  • Good at team working and create work atmosphere of sharing and harmony.
  • Great adaptability to changing environment.
  • Related discipline with a minimum of 8 years of experience in financial industry.  Experience in wealth management is preferred.

  • Professional qualifications such as CFA would be an advantage.

  • Good team player whilst able to work independently.

  • Strive for excellence; able to work under strong pressure.

  • Good presentation skills and can demonstrate a comprehensive insights of financial markets and investment products (especially funds).

  • Reading and written fluency in English.

  • Team player with Strong interpersonal skills

  • Obtain local regulatory license, i.e. SITCA Sales, or Senior Security Sales.

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