As a Personal Wealth Executive within the Personal Banking business, you will be responsible for rendering financial advisory to the bank's mass-market customers. You are expected to achieve individual sales target while ensuring accurate and timely completion of the entire sales and compliance process.
Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to join JP Morgan as UHNW Client Advisor, Vice President for Southeast Asia (SEA) market, with a focus on Thailand market, where you will support and manage all aspects of client relationships across the team. The region remains a key center for growth, presenting significant opportunities for our partners and us to develop and broaden our businesses together. We seek a high caliber candidate to join our team.
Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Support the development and execution of Global / Regional and in-country market strategies to commercialise and grow adoption of Client Connectivity capabilities in alignment with product strategies.
Grow the Existing to Bank (ETB) SME base of retail community businesses (Sole Prop, Partnerships, or Sdn Bhds with Annual Sales Turnover (AST) of below RM10m to grow product holdings and profitability
Provide quality wealth planning advisory services (which do not involve advising or arranging any investment and insurance products Note: this applies to the entire scope for this role) to clients of Bank of Singapore including advising on trust planning, family office solutions, philanthropic plans, liquidity plans and addressing other related client needs .
As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.
Drive new ARR from both private capital General Partners (fund managers) and Limited Partners (institutional investors) across APAC, owning the full sales cycle from prospecting through close