UHNW Client Advisor, Vice President – Thailand Market, Singapore

About the role

JP Morgan is looking for a UHNW Client Advisor, Vice President for the Southeast Asia (SEA) market, with a focus on the Thailand market, based in Singapore. You will support and manage all aspects of client relationships across the team, helping clients understand their wealth objectives and investment requirements while ensuring compliance with regulatory and internal policies.

Key responsibilities

• Cover the SEA market, primarily the Thailand market, and build and maintain long-term client relationships through professional and personal networks.
• Prospect and acquire new clients, cultivate prospect lists and deepen relationships using JPMorgan's platforms, products, services and networks.
• Coordinate with other teams on account inquiries, maintenance and investment matters, and take solicited and unsolicited orders across all asset classes.
• Deliver strategic messages, prepare presentations and proposals, and update clients regularly on markets, portfolio performance and investment opportunities and risks.
• Update KYC information and client suitability profiles, host client meetings, monitor funds and asset transfers and handle ad-hoc queries.
• Track clients, assets under management (AUM) and revenue, calculate account performance periodically, and meet compliance, regulatory, risk, operational and due diligence requirements.

Required profile

• Bachelor's degree or equivalent in any discipline.
• At least 7 years of experience in wealth management, with strong client and stakeholder management skills.
• Working knowledge of the private banking regulatory and control environment, and experience working with and reporting to senior management.
• High level of integrity and risk awareness.

Required skills

• Effective oral and written communication and client engagement.
• Organizational and prioritization skills, and ability to work across business functions.
• Preferred: appropriate local regulatory qualifications and licenses, and proficiency in Thai.
• If no RNF Register exists in Singapore, the candidate must pass the Client Advisor Competency Standards (CACS) Paper 1 and 2 to register with the Monetary Authority of Singapore.