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Wealth Management, Wealth Advisor, Executive Director

Job Description

 J.P.Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm.
Private Banking is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth. 
International Wealth Advisory is an expert group within Private Bank.  Within Asia, the Wealth Advisory team works in close partnership with the trust officers from our International Trustee Companies to assist the Bank's valued clients.  Wealth Advisors do not provide formal tax or legal advice nor do they charge advisory fees.  Wealth Advisors interface with the client's own independent tax or legal advisors.  Currently, our Singapore office is looking for a Senior Wealth Advisor to focus on Southeast Asia markets.
The Duties and Responsibilities:
  • Enhance the value proposition of the Private Bank by helping clients understand, navigate and position themselves in relation to the tax, estate planning, immigration, asset protection, family governance and philanthropic aspects of wealth
  • Identify and articulate client needs, and meet those needs through the proper and skillful use of trusts, foundations, companies, private funds, partnerships, contracts, insurance and other tools
  • Facilitate the design and implementation of solutions with internal partners as well as external parties such as law firms, independent service providers, brokers and government agencies
  • Travel with Bankers to see clients and prospects
  • Provide input into business development and management as part of an integrated banking team


  • Degree holder or above with professional qualification in law, tax or accounting
  • 7+ years of working experience in taxation, estate planning, trusts and transactional (particularly liquidity events such as IPOs)
  • Cross-border planning experience, particularly experience with offshore structures
  • Expertise in law and regulations on topic such as taxation, trusts, foreign investment, and succession and inheritance
  • Required to have a general working knowledge of trust and company administration matters and procedures
  • Excellent interpersonal skills and client relationship-building / and marketing skills are required for success in this role
  • Ability to work and partner very well with colleagues
  • A self-starter, well organized, able to work independently and to manage own case load
  • Able to manage large / complex structuring projects
  • Strong communication skills in English, additional regional languages are a plus and experience working with UHNW Southeast Asia clients needed
  • Prior experience in private client relationship management strongly preferred


Req #: 180037132
Location: Singapore, 01 SG
Job Category: Asset Management
Employment Type: Full Time
Potential Referral Amount: 8000 Singapore Dollar (SGD)

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