Asset Management - Taiwan Client Onboarding jobs at Jpmorgan in Taiwan, Taipei
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Company (1)
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Taiwan
Taipei
39 jobs found
28.01.2025
JPM
JPMorgan Asset Management - Taiwan Intermediary Business Taiwan, Taipei, Taipei
Build and deepen strong ETF partnerships with securities firms and construct a long term business plan. Communicate proactively with all levels of clients (including gatekeepers, investment consultants, relationship managers) from...
Handle clients’ enquiries and requests via phone, written correspondence and sometimes meeting in person. Liaise between clients and the internal teams to resolve any queries on client instructions, eTrading guidance,...
Lead and oversee all Taiwan Asset Management legal entity risk oversight initiatives. Manage Asset Management Risk Management initiatives impacting Taiwan unit trusts and separated accounts. Collaborate with global and local...
Take part in project managing new account onboarding’s for Institutional Client mandates inclusive of Segregated portfolios, Advisory and Sub- Advisory mandates and additionally manage lifecycle events such as Mergers, Liquidations...
Draft local fund documents for Taiwan Onshore funds including ETF, Hong Kong Unit Trusts, and Luxembourg SICAVs registered in Taiwan. Liaise with internal parties, external legal counsel and regulatory authorities...
Engage with stakeholders to capture and refine business requirements, ensuring alignment with strategic objectives. Collaborate with IT, Operations teams, and vendors to design innovative technology solutions that meet business needs...
Lead, mentor, and develop a high-performing team responsible for investment guideline monitoring and coding. Provide expert guidance across various investment product types. Perform daily guideline checks to ensure accuracy across...
Build and deepen strong ETF partnerships with securities firms and construct a long term business plan. Communicate proactively with all levels of clients (including gatekeepers, investment consultants, relationship managers) from...
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