Job Description

Job Summary
As an International Private Bank, UHNW Investor, Executive Director in the Taiwan team (Hong Kong based) of . Morgan Private Bank, you are responsible for advising UHNW clients on building, preserving and managing their wealth. You will use your knowledge of multi assets investments to partner up closely with bankers and advise clients on all aspects of investments. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.


Key Responsibilities:

  • Be the lead Investor on a portfolio of key client relationships for the Taiwan business, run out of our Hong Kong office
  • Understand & effectively communicate the bank views & solutions to clients to help them meet their financial objectives
  • Conduct investment reviews and maintain investment dialogue with clients to validate the clients' cur...

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