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JPMorganChase

International Private Bank, Private Banker for Taiwan Market, based in Hong Kong, Executive Director

Hong Kong SARSales

About the role

FinEx AI summary

Private banker for the Taiwan market at JPMorgan's International Private Bank, responsible for developing and managing high-net-worth client relationships, delivering tailored investment and wealth solutions, ensuring compliance and KYC, and monitoring portfolios and revenue.

Core skills

Wealth managementPrivate bankingClient relationship managementInvestment advisoryKYC and suitability assessmentPortfolio and AUM monitoring

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