About the role
FinEx AI summary
Executive Director-level Private Banker for Taiwan market at JPMorgan Private Bank. Works with clients on tax, estate planning, immigration, asset protection, family governance and philanthropy, using trusts, foundations, companies, funds and insurance. Requires 10+ years in taxation, estate planning, trusts and cross-border/offshore structures, plus client relationship and marketing skills.
Core skills
Tax planningEstate planningTrust and company administrationCross-border planningOffshore structuresFamily governance