UHNW Client Advisor – Taiwan

2 weeks ago

Worcester, MA, United States J.P. Morgan Full-time

J.P. Morgan in Worcester, MA seeks an experienced Wealth Management Client Relationship Manager to develop long-term client relationships, coordinate with product specialists, and deliver tailored investment solutions aligned with client objectives.

You will onboard clients, perform KYC, manage portfolios, monitor AUM, and work across teams to ensure regulatory and risk compliance while maintaining the highest standards of integrity and service.

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