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JPMorganChase

International Private Bank, Engage Investment Specialist for Taiwan Market, based in Hong Kong, Vice President

Hong Kong SARFinance

About the role

FinEx AI summary

This role involves advising ultra-high-net-worth clients on investment solutions within the Engage Advisory platform. Responsibilities include leading investment dialogues, managing portfolios, executing trades, and conducting reviews to strengthen client relationships.

Core skills

Investment AdvisoryAsset AllocationPortfolio ConstructionClient Relationship ManagementInvestment SolutionsMutual Funds

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