Wealth Management - Client Service - Associate
Wealth Management - Client Service - Associate
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Job Description
We are actively looking for exceptionally talented individuals who are collaborative confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets businesses and functions to provide you with the opportunity to take your career to the next level.
As an Associate in the Client Service Team you will be the primary contact for all service-related needs of Private Bank Clients. You work in a team and are responsible to provide support to Bankers and Investors by working with various product partners and operations to deliver a seamless and integrated experience to clients across all Private Bank products.
Job responsibilities
- Act as primary contact with external clients and Integrated team for day-to-day account administration and servicing
- Provide proactive personalized service on transaction processing such as deposits loans asset transfers execution of cash products cash flow management corporate action servicing inquiries and investigation handling etc
- Assist Clients in all account maintenance related requests such as change of contact details company and account structure update KYC update and ensures all necessary documentation is processed in accordance with Banks standards
- Outreach proactively to client for digital adoption
- Assist Bankers in execution of credit facility facilitates ad-hoc client requests trouble shooting and help drives any remediation or campaign that is required from Bank
Required qualifications capabilities and skills
- Bachelors degree in anydiscipline
- 6 years of Client Service / Relationship Management experience from Private Bank or Retail Banking
- Basic working knowledge of Private Banking products including relevant operational processes on cash management KYC document review corporate action and banking products etc
- High sensitivity to Banking Control Standards particularly those related to money transfers securities transfer credit and any other transactional services
- Good interpersonal skills on servicing and ability to maintain and deepen relationships
- Good oral and written communication skills in English Cantonese andMandarin the role is required to support Chinese or English spoken clients in China and Hong Kong
- Capable of interacting with clients directly and able to resolve client inquiries and trouble shoot problems independently
- Knowledge of all relevant systems and software packages including Outlook Excel Adobe Acrobat and other information sources
- HKMA type 1 4 9 certified are essential for performing the duties associated with this role and ensuring compliance with regulatory standards or fulfill the license requirement within 4 months upon employment
Preferred qualifications capabilities and skills
- Knowledge of all relevant systems and software packages including e-mail Excel Adobe Acrobat and other information sources
- Fast paced good teamwork adaptable multi-tasking and able to work in a demanding and unpredictable environment
- Detail-oriented think out of box and result-oriented
Required Experience:
IC
Employment Type
Full-Time
